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

Consolidated Planning Corp’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
Q1 		$5.91M Sell
47,513
-3,041
-6% -$386K 0.96% 16
2025
Q4 		$6.08M Buy
50,554
+5,386
+12% +$644K 0.61% 49
2025
Q3 		$5.37M Sell
45,168
-1,177
-3% -$135K 0.57% 54
2025
Q2 		$5.07M Sell
46,345
-6,362
-12% -$658K 0.64% 53
2025
Q1 		$5.51M Sell
52,707
-9,891
-16% -$1.12M 0.76% 44
2024
Q4 		$7.21M Sell
62,598
-1,307
-2% -$156K 0.98% 31
2024
Q3 		$7.47M Sell
63,905
-22,380
-26% -$2.53M 1.11% 22
2024
Q2 		$9.2M Sell
86,285
-2,492
-3% -$267K 1.52% 16
2024
Q1 		$9.81M Sell
88,777
-5,270
-6% -$560K 1.68% 13
2023
Q4 		$10.2M Buy
94,047
+13,375
+17% +$1.29M 1.9% 11
2023
Q3 		$7.61M Sell
80,672
-2,966
-4% -$296K 1.69% 12
2023
Q2 		$8.33M Sell
83,638
-982
-1% -$93.5K 1.75% 12
2023
Q1 		$8.18M Sell
84,620
-1,755
-2% -$175K 2.12% 10
2022
Q4 		$8.17M Buy
86,375
+42,382
+96% +$4.07M 2.26% 9
2022
Q3 		$3.84M Buy
43,993
+777
+2% +$75.5K 1.2% 25
2022
Q2 		$3.99M Sell
43,216
-1,094
-2% -$109K 1.25% 21
2022
Q1 		$4.78M Sell
44,310
-2,558
-5% -$276K 3.31% 6
2021
Q4 		$5.37M Buy
46,868
+32
+0.1% +$3.65K 3.46% 6
2021
Q3 		$5.11M Sell
46,836
-865
-2% -$95.2K 3.32% 5
2021
Q2 		$5.39M Sell
47,701
-785
-2% -$87.6K 3.99% 3
2021
Q1 		$5.26M Sell
48,486
-185
-0.4% -$19.4K 3.36% 4
2020
Q4 		$4.47M Sell
48,671
-244
-0.5% -$20K 2.91% 6
2020
Q3 		$3.44M Buy
48,915
+14
+0% +$1K 2.56% 7
2020
Q2 		$3.34M Buy
48,901
+6,414
+15% +$405K 3.27% 6
2020
Q1 		$2.38M Buy
+42,487
New +$3.16M 2.99% 7

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Consolidated Planning Corp's IJR Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q1 2026, selling an estimated $386K and leaving 47,513 shares worth $5.91M. The position accounts for 0.96% of the portfolio, ranked #16.

Consolidated Planning Corp first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Consolidated Planning Corp held 47,513 shares of iShares Core S&P Small-Cap ETF worth $5.91M as of Q1 2026.
  • Consolidated Planning Corp sold 3,041 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $386K.
  • iShares Core S&P Small-Cap ETF made up 0.96% of Consolidated Planning Corp's portfolio in Q1 2026, its #16 holding.
  • Consolidated Planning Corp first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Consolidated Planning Corp's iShares Core S&P Small-Cap ETF position peaked at $10.2M in Q4 2023.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.