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

Fiduciary 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	–	Sell	-2,054	Closed	-$255K	–	82
2026 Q1	$255K	Hold	2,054	–	–	0.08%	64
2025 Q4	$247K	Hold	2,054	–	–	0.07%	64
2025 Q3	$244K	Hold	2,054	–	–	0.07%	73
2025 Q2	$224K	Hold	2,054	–	–	0.07%	74
2025 Q1	$215K	Hold	2,054	–	–	0.07%	74
2024 Q4	$237K	Sell	2,054 -419	-17%	-$50.1K	0.08%	69
2024 Q3	$289K	Buy	2,473 +419	+20%	+$47.3K	0.1%	54
2024 Q2	$219K	Hold	2,054	–	–	0.08%	59
2024 Q1	$227K	Buy	+2,054	New	+$218K	0.09%	51
2021 Q2	–	Sell	-1,211	Closed	-$131K	–	156
2021 Q1	$131K	Buy	1,211 +3	+0.2%	+$314	0.2%	46
2020 Q4	$111K	Buy	1,208 +3	+0.2%	+$246	0.16%	58
2020 Q3	$85K	Buy	+1,205	New	+$86.4K	0.14%	58

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

Fiduciary Planning's IJR Position: Q2 2026 in Review

Fiduciary Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,054 shares — an estimated $255K sold.

Fiduciary Planning first reported a position in IJR in Q3 2020 and held it in 12 quarters. The position peaked at $289K in Q3 2024. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fiduciary Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Fiduciary Planning sold 2,054 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $255K.
Fiduciary Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 12 quarters.
Fiduciary Planning's iShares Core S&P Small-Cap ETF position peaked at $289K in Q3 2024.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.