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

Essential 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
2025
Q1 		– Sell
-20,449
Closed -$2.44M – 177
2024
Q4 		$2.44M Buy
+20,449
New +$2.44M 0.02% 176

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's IJR Position: Q1 2025 in Review

Essential Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 20,449 shares — an estimated $2.44M sold.

Essential Planning first reported a position in IJR in Q4 2024 and held it in 1 quarter. The position peaked at $2.44M in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Essential Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 20,449 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $2.44M.
  • Essential Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Core S&P Small-Cap ETF position peaked at $2.44M in Q4 2024.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.