Ignite Planners
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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
Q3 		$1.22M Buy
9,245
+332
+4% +$48K 0.16% 146
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Ignite Planners's IJR Position: Q3 2026 in Review

Ignite Planners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q3 2026, buying an estimated $48K and bringing the position to 9,245 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #146.

Ignite Planners first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q4 2021. 888 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Ignite Planners held 9,245 shares of iShares Core S&P Small-Cap ETF worth $1.22M as of Q3 2026.
  • Ignite Planners bought 332 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $48K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Ignite Planners's portfolio in Q3 2026, its #146 holding.
  • Ignite Planners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Ignite Planners's iShares Core S&P Small-Cap ETF position peaked at $1.44M in Q4 2021.
  • 888 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.