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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
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 $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Planning's IJR Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q1 2026, selling an estimated $27.6K and leaving 9,027 shares worth $1.12M. The position accounts for 0.59% of the portfolio, ranked #36.

Laurel Wealth Planning first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.61M in Q1 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Laurel Wealth Planning held 9,027 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q1 2026.
  • Laurel Wealth Planning sold 217 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $27.6K.
  • iShares Core S&P Small-Cap ETF made up 0.59% of Laurel Wealth Planning's portfolio in Q1 2026, its #36 holding.
  • Laurel Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $4.61M in Q1 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.