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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Planning's IJR Position: Q1 2026 in Review

Fiduciary Planning held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,054 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #64.

Fiduciary Planning first reported a position in IJR in Q3 2020 and has held it in 12 quarters since. The position peaked at $289K in Q3 2024. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Fiduciary Planning held 2,054 shares of iShares Core S&P Small-Cap ETF worth $255K as of Q1 2026.
Fiduciary Planning left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of Fiduciary Planning's portfolio in Q1 2026, its #64 holding.
Fiduciary Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 12 quarters since.
Fiduciary Planning's iShares Core S&P Small-Cap ETF position peaked at $289K in Q3 2024.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.