LWP
IJR icon

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

Laurel Wealth 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 		$1.33M Sell
8,963
-64
-0.7% -$8.78K 0.59% 37
2026
Q1 		$1.12M Sell
9,027
-217
-2% -$27.6K 0.59% 36
2025
Q4 		$1.11M Sell
9,244
-1,119
-11% -$134K 0.62% 33
2025
Q3 		$1.23M Buy
10,363
+28
+0.3% +$3.22K 0.65% 33
2025
Q2 		$1.13M Sell
10,335
-1,351
-12% -$140K 0.64% 32
2025
Q1 		$1.22M Sell
11,686
-226
-2% -$25.5K 0.81% 30
2024
Q4 		$1.37M Sell
11,912
-744
-6% -$88.9K 0.89% 30
2024
Q3 		$1.48M Sell
12,656
-1,015
-7% -$115K 0.97% 28
2024
Q2 		$1.46M Sell
13,671
-13,387
-49% -$1.43M 1.01% 26
2024
Q1 		$2.99M Sell
27,058
-1,106
-4% -$117K 1.99% 17
2023
Q4 		$3.05M Sell
28,164
-342
-1% -$33K 2.16% 16
2023
Q3 		$2.69M Buy
28,506
+675
+2% +$67.4K 2.09% 16
2023
Q2 		$2.77M Sell
27,831
-1,479
-5% -$141K 1.98% 20
2023
Q1 		$2.83M Sell
29,310
-1,960
-6% -$196K 1.88% 23
2022
Q4 		$2.96M Sell
31,270
-573
-2% -$55K 1.91% 22
2022
Q3 		$2.78M Sell
31,843
-2,925
-8% -$284K 2.04% 18
2022
Q2 		$3.21M Buy
34,768
+2,211
+7% +$220K 2.26% 13
2022
Q1 		$3.51M Buy
32,557
+2,031
+7% +$219K 2.37% 13
2021
Q4 		$3.5M Sell
30,526
-6,564
-18% -$748K 2.65% 15
2021
Q3 		$4.05M Sell
37,090
-989
-3% -$109K 3.27% 10
2021
Q2 		$4.3M Sell
38,079
-4,409
-10% -$492K 3.75% 9
2021
Q1 		$4.61M Sell
42,488
-81
-0.2% -$8.48K 4.22% 7
2020
Q4 		$3.91M Buy
+42,569
New +$3.5M 3.82% 9

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

Laurel Wealth Planning's IJR Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.71% in Q2 2026, selling an estimated $8.78K and leaving 8,963 shares worth $1.33M. The position accounts for 0.59% of the portfolio, ranked #37.

Laurel Wealth Planning first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.61M in Q1 2021. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Laurel Wealth Planning held 8,963 shares of iShares Core S&P Small-Cap ETF worth $1.33M as of Q2 2026.
  • Laurel Wealth Planning sold 64 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.78K.
  • iShares Core S&P Small-Cap ETF made up 0.59% of Laurel Wealth Planning's portfolio in Q2 2026, its #37 holding.
  • Laurel Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $4.61M in Q1 2021.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.