Ignite Planners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ignite Planners’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	$1.32M	Buy	8,913 +1,246	+16%	+$171K	0.18%	136
2026 Q1	$958K	Buy	7,667 +789	+11%	+$100K	0.15%	155
2025 Q4	$874K	Buy	6,878 +357	+5%	+$42.7K	0.13%	158
2025 Q3	$775K	Sell	6,521 -143	-2%	-$16.4K	0.13%	164
2025 Q2	$745K	Sell	6,664 -1,001	-13%	-$103K	0.13%	159
2025 Q1	$772K	Buy	7,665 +627	+9%	+$70.8K	0.15%	148
2024 Q4	$818K	Buy	7,038 +601	+9%	+$71.8K	0.18%	119
2024 Q3	$753K	Sell	6,437 -320	-5%	-$36.2K	0.17%	119
2024 Q2	$713K	Buy	6,757 +200	+3%	+$21.4K	0.17%	120
2024 Q1	$717K	Sell	6,557 -33	-0.5%	-$3.5K	0.2%	114
2023 Q4	$710K	Sell	6,590 -3	-0%	-$289	0.21%	120
2023 Q3	$604K	Sell	6,593 -11	-0.2%	-$1.1K	0.18%	140
2023 Q2	$650K	Buy	6,604 +241	+4%	+$22.9K	0.25%	92
2023 Q1	$607K	Sell	6,363 -3,352	-35%	-$335K	0.25%	99
2022 Q4	$993K	Sell	9,715 -368	-4%	-$35.3K	0.42%	64
2022 Q3	$902K	Buy	10,083 +1,147	+13%	+$111K	0.72%	34
2022 Q2	$839K	Sell	8,936 -1,371	-13%	-$136K	0.69%	39
2022 Q1	$1.06M	Sell	10,307 -2,632	-20%	-$284K	0.71%	33
2021 Q4	$1.44M	Buy	+12,939	New	+$1.47M	0.94%	23

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

Ignite Planners's IJR Position: Q2 2026 in Review

Ignite Planners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, buying an estimated $171K and bringing the position to 8,913 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #136.

Ignite Planners first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ignite Planners held 8,913 shares of iShares Core S&P Small-Cap ETF worth $1.32M as of Q2 2026.
Ignite Planners bought 1,246 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $171K.
iShares Core S&P Small-Cap ETF made up 0.18% of Ignite Planners's portfolio in Q2 2026, its #136 holding.
Ignite Planners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ignite Planners's iShares Core S&P Small-Cap ETF position peaked at $1.44M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.