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

Holistic 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 		$727K Sell
4,900
-62
-1% -$8.51K 0.11% 164
2026
Q1 		$617K Sell
4,962
-216
-4% -$27.4K 0.12% 157
2025
Q4 		$622K Buy
5,178
+434
+9% +$51.9K 0.13% 140
2025
Q3 		$564K Sell
4,744
-210
-4% -$24.2K 0.15% 116
2025
Q2 		$541K Buy
4,954
+19
+0.4% +$1.96K 0.16% 116
2025
Q1 		$516K Buy
4,935
+28
+0.6% +$3.16K 0.17% 101
2024
Q4 		$565K Buy
4,907
+569
+13% +$68K 0.2% 89
2024
Q3 		$507K Buy
4,338
+56
+1% +$6.33K 0.21% 84
2024
Q2 		$473K Sell
4,282
-131
-3% -$14K 0.36% 66
2024
Q1 		$488K Sell
4,413
-183
-4% -$19.4K 0.37% 65
2023
Q4 		$498K Buy
+4,596
New +$443K 0.42% 59

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Holistic Planning's IJR Position: Q2 2026 in Review

Holistic Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $8.51K and leaving 4,900 shares worth $727K. The position accounts for 0.11% of the portfolio, ranked #164.

Holistic Planning first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Holistic Planning held 4,900 shares of iShares Core S&P Small-Cap ETF worth $727K as of Q2 2026.
  • Holistic Planning sold 62 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.51K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #164 holding.
  • Holistic Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.