Landing Point Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Landing Point Financial Group’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	$585K	Sell	3,942 -1,149	-23%	-$158K	0.2%	56
2026 Q1	$633K	Buy	5,091 +86	+2%	+$10.9K	0.31%	40
2025 Q4	$601K	Sell	5,005 -442	-8%	-$52.9K	0.3%	43
2025 Q3	$647K	Sell	5,447 -4,279	-44%	-$492K	0.34%	40
2025 Q2	$1.06M	Buy	9,726 +231	+2%	+$23.9K	0.67%	21
2025 Q1	$993K	Sell	9,495 -52,083	-85%	-$5.88M	0.75%	19
2024 Q4	$7.12M	Buy	+61,578	New	+$7.36M	5.43%	6

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

Landing Point Financial Group's IJR Position: Q2 2026 in Review

Landing Point Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q2 2026, selling an estimated $158K and leaving 3,942 shares worth $585K. The position accounts for 0.2% of the portfolio, ranked #56.

Landing Point Financial Group first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.12M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Landing Point Financial Group held 3,942 shares of iShares Core S&P Small-Cap ETF worth $585K as of Q2 2026.
Landing Point Financial Group sold 1,149 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $158K.
iShares Core S&P Small-Cap ETF made up 0.2% of Landing Point Financial Group's portfolio in Q2 2026, its #56 holding.
Landing Point Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Landing Point Financial Group's iShares Core S&P Small-Cap ETF position peaked at $7.12M in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.