BFC Planning, Inc.’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BFC Planning, Inc.’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	$2.95M	Sell	19,920 -2,630	-12%	-$361K	0.12%	180
2026 Q1	$2.8M	Sell	22,550 -2,686	-11%	-$341K	0.13%	166
2025 Q4	$3.03M	Buy	25,236 +12,838	+104%	+$1.54M	0.13%	154
2025 Q3	$1.47M	Buy	12,398 +1,175	+10%	+$135K	0.11%	174
2025 Q2	$1.23M	Sell	11,223 -1,609	-13%	-$166K	0.1%	190
2025 Q1	$1.34M	Buy	12,832 +705	+6%	+$79.6K	0.12%	167
2024 Q4	$1.4M	Buy	+12,127	New	+$1.45M	0.12%	159

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 22.9% 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 $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s IJR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $361K and leaving 19,920 shares worth $2.95M. The position accounts for 0.12% of the portfolio, ranked #180.

BFC Planning, Inc. first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2025. 2,862 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BFC Planning, Inc. held 19,920 shares of iShares Core S&P Small-Cap ETF worth $2.95M as of Q2 2026.
BFC Planning, Inc. sold 2,630 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $361K.
iShares Core S&P Small-Cap ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #180 holding.
BFC Planning, Inc. first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Core S&P Small-Cap ETF position peaked at $3.03M in Q4 2025.
2,862 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.