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

Golden Bell 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 Q2	$227K	Buy	+1,530	New	+$210K	0.17%	40

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 22.96% 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 $609B AUM 40.19% 1-Year Est. Return

Golden Bell Financial Planning's IJR Position: Q2 2026 in Review

Golden Bell Financial Planning opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,530 shares worth $227K. The stake represents 0.17% of the portfolio and ranks #40 among its holdings.

2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Golden Bell Financial Planning held 1,530 shares of iShares Core S&P Small-Cap ETF worth $227K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Golden Bell Financial Planning position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.17% of Golden Bell Financial Planning's portfolio in Q2 2026, its #40 holding.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.