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

Frisco 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
Q3 		$381K Buy
2,801
+9
+0.3% +$1.3K 0.3% 17
2026
Q2 		$414K Sell
2,792
-52
-2% -$7.14K 0.31% 17
2026
Q1 		$353K Buy
2,844
+584
+26% +$74.2K 0.29% 17
2025
Q4 		$272K Buy
2,260
+447
+25% +$53.5K 0.23% 18
2025
Q3 		$215K Sell
1,813
-84
-4% -$9.66K 0.18% 17
2025
Q2 		$207K Buy
1,897
+36
+2% +$3.72K 0.19% 15
2025
Q1 		$195K Buy
+1,861
New +$210K 0.19% 14

Other funds holding IJR

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Frisco Financial Planning's IJR Position: Q3 2026 in Review

Frisco Financial Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.32% in Q3 2026, buying an estimated $1.3K and bringing the position to 2,801 shares worth $381K. The position accounts for 0.3% of the portfolio, ranked #17.

Frisco Financial Planning first reported a position in IJR in Q1 2025 and has held it in 7 quarters since. The position peaked at $414K in Q2 2026. 34 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Frisco Financial Planning held 2,801 shares of iShares Core S&P Small-Cap ETF worth $381K as of Q3 2026.
  • Frisco Financial Planning bought 9 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.3K.
  • iShares Core S&P Small-Cap ETF made up 0.3% of Frisco Financial Planning's portfolio in Q3 2026, its #17 holding.
  • Frisco Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Frisco Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $414K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.