LFP
IJR icon

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

Lakeshore 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 		$6.09M Buy
41,028
+577
+1% +$79.2K 1.96% 12
2026
Q1 		$5.03M Buy
40,451
+2,619
+7% +$333K 1.82% 12
2025
Q4 		$4.55M Buy
37,832
+358
+1% +$42.8K 1.62% 13
2025
Q3 		$4.45M Buy
37,474
+1,396
+4% +$161K 1.65% 12
2025
Q2 		$3.94M Buy
36,078
+182
+0.5% +$18.8K 1.58% 13
2025
Q1 		$3.75M Sell
35,896
-3,347
-9% -$378K 1.56% 12
2024
Q4 		$4.52M Buy
39,243
+985
+3% +$118K 1.93% 12
2024
Q3 		$4.47M Buy
38,258
+6,224
+19% +$703K 1.97% 12
2024
Q2 		$3.42M Buy
32,034
+4
+0% +$428 1.67% 12
2024
Q1 		$3.54M Sell
32,030
-375
-1% -$39.8K 1.79% 12
2023
Q4 		$3.51M Sell
32,405
-10,169
-24% -$980K 1.95% 12
2023
Q3 		$4.02M Buy
+42,574
New +$4.25M 2.29% 12

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Lakeshore Financial Planning's IJR Position: Q2 2026 in Review

Lakeshore Financial Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $79.2K and bringing the position to 41,028 shares worth $6.09M. The position accounts for 1.96% of the portfolio, ranked #12.

Lakeshore Financial Planning first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Lakeshore Financial Planning held 41,028 shares of iShares Core S&P Small-Cap ETF worth $6.09M as of Q2 2026.
  • Lakeshore Financial Planning bought 577 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $79.2K.
  • iShares Core S&P Small-Cap ETF made up 1.96% of Lakeshore Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Lakeshore Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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