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

Financial Planning Hawaii’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 		$2.09M Sell
14,073
-50
-0.4% -$6.86K 1.12% 25
2026
Q1 		$1.76M Sell
14,123
-940
-6% -$119K 1.04% 27
2025
Q4 		$1.81M Buy
+15,063
New +$1.8M 1.04% 26

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Financial Planning Hawaii reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.35% in Q2 2026, selling an estimated $6.86K and leaving 14,073 shares worth $2.09M. The position accounts for 1.12% of the portfolio, ranked #25.

Financial Planning Hawaii first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,917 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Financial Planning Hawaii held 14,073 shares of iShares Core S&P Small-Cap ETF worth $2.09M as of Q2 2026.
  • Financial Planning Hawaii sold 50 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.86K.
  • iShares Core S&P Small-Cap ETF made up 1.12% of Financial Planning Hawaii's portfolio in Q2 2026, its #25 holding.
  • Financial Planning Hawaii first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,917 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.