Comprehensive Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Comprehensive Financial Planning’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.5K	Buy	165 +6	+4%	+$823	0.01%	227
2026 Q1	$19.9K	Buy	159 +52	+49%	+$6.61K	0.01%	218
2025 Q4	$12.9K	Hold	107	–	–	0.01%	236
2025 Q3	$12.7K	Sell	107 -865	-89%	-$99.5K	0.01%	232
2025 Q2	$106K	Buy	972 +3	+0.3%	+$310	0.08%	120
2025 Q1	$101K	Buy	969 +2	+0.2%	+$226	0.1%	99
2024 Q4	$111K	Buy	+967	New	+$116K	0.09%	117

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Comprehensive Financial Planning's IJR Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, buying an estimated $823 and bringing the position to 165 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #227.

Comprehensive Financial Planning first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q4 2024. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Comprehensive Financial Planning held 165 shares of iShares Core S&P Small-Cap ETF worth $24.5K as of Q2 2026.
Comprehensive Financial Planning bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
iShares Core S&P Small-Cap ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #227 holding.
Comprehensive Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $111K in Q4 2024.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.