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

Cypress 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 		$2.46M Sell
16,563
-528
-3% -$72.5K 0.59% 21
2026
Q1 		$2.12M Buy
17,091
+1,010
+6% +$128K 0.59% 20
2025
Q4 		$1.96M Sell
16,081
-284
-2% -$34K 0.54% 22
2025
Q3 		$1.94M Sell
16,365
-210
-1% -$24.2K 0.59% 20
2025
Q2 		$1.81M Buy
16,575
+1,639
+11% +$169K 0.59% 20
2025
Q1 		$1.56M Buy
14,936
+427
+3% +$48.2K 0.56% 22
2024
Q4 		$1.67M Buy
14,509
+877
+6% +$105K 0.61% 20
2024
Q3 		$1.59M Buy
13,632
+195
+1% +$22K 0.59% 20
2024
Q2 		$1.43M Buy
13,437
+64
+0.5% +$6.85K 0.59% 20
2024
Q1 		$1.48M Buy
+13,373
New +$1.42M 0.68% 16
2023
Q4 		– Sell
-12,340
Closed -$1.16M – 49
2023
Q3 		$1.16M Buy
12,340
+1,136
+10% +$113K 0.67% 18
2023
Q2 		$1.12M Buy
11,204
+171
+2% +$16.3K 0.64% 18
2023
Q1 		$1.07M Buy
11,033
+875
+9% +$87.5K 0.65% 17
2022
Q4 		$960K Buy
10,158
+1,909
+23% +$183K 0.64% 20
2022
Q3 		$719K Buy
8,249
+954
+13% +$92.7K 0.51% 21
2022
Q2 		$674K Buy
+7,295
New +$725K 0.46% 23

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Cypress Financial Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q2 2026, selling an estimated $72.5K and leaving 16,563 shares worth $2.46M. The position accounts for 0.59% of the portfolio, ranked #21.

Cypress Financial Planning first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cypress Financial Planning held 16,563 shares of iShares Core S&P Small-Cap ETF worth $2.46M as of Q2 2026.
  • Cypress Financial Planning sold 528 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $72.5K.
  • iShares Core S&P Small-Cap ETF made up 0.59% of Cypress Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Cypress Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.