Game Plan Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Game Plan Financial Advisors’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	–	Sell	-19,980	Closed	-$2.4M	–	367
2025 Q4	$2.4M	Buy	19,980 +19,826	+12,874%	+$2.37M	0.97%	32
2025 Q3	$18.3K	Hold	154	–	–	0.01%	192
2025 Q2	$16.8K	Hold	154	–	–	0.01%	201
2025 Q1	$16.1K	Buy	154 +25	+19%	+$2.82K	0.01%	196
2024 Q4	$14.9K	Sell	129 -10	-7%	-$1.2K	0.01%	201
2024 Q3	$16.3K	Hold	139	–	–	0.01%	198
2024 Q2	$14.8K	Hold	139	–	–	0.01%	215
2024 Q1	$15.4K	Hold	139	–	–	0.01%	229
2023 Q4	$15K	Buy	+139	New	+$13.4K	0.01%	217

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

Game Plan Financial Advisors's IJR Position: Q1 2026 in Review

Game Plan Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 19,980 shares — an estimated $2.4M sold.

Game Plan Financial Advisors first reported a position in IJR in Q4 2023 and held it in 9 quarters. The position peaked at $2.4M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Game Plan Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Game Plan Financial Advisors sold 19,980 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.4M.
Game Plan Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 9 quarters.
Game Plan Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.4M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.