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

LifePlan Financial’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	$251K	Sell	1,695 -71	-4%	-$9.74K	0.18%	85
2026 Q1	$220K	Sell	1,766 -107	-6%	-$13.6K	0.16%	82
2025 Q4	$225K	Sell	1,873 -59	-3%	-$7.06K	0.17%	84
2025 Q3	$230K	Sell	1,932 -16	-0.8%	-$1.84K	0.18%	79
2025 Q2	$213K	Buy	+1,948	New	+$201K	0.18%	88
2025 Q1	–	Sell	-1,963	Closed	-$226K	–	91
2024 Q4	$226K	Sell	1,963 -103	-5%	-$12.3K	0.2%	84
2024 Q3	$242K	Buy	2,066 +19	+0.9%	+$2.15K	0.21%	86
2024 Q2	$218K	Buy	2,047 +85	+4%	+$9.09K	0.2%	89
2024 Q1	$217K	Sell	1,962 -23	-1%	-$2.44K	0.2%	92
2023 Q4	$215K	Buy	+1,985	New	+$191K	0.22%	87

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 22.9% 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

LifePlan Financial's IJR Position: Q2 2026 in Review

LifePlan Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, selling an estimated $9.74K and leaving 1,695 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #85.

LifePlan Financial first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LifePlan Financial held 1,695 shares of iShares Core S&P Small-Cap ETF worth $251K as of Q2 2026.
LifePlan Financial sold 71 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.74K.
iShares Core S&P Small-Cap ETF made up 0.18% of LifePlan Financial's portfolio in Q2 2026, its #85 holding.
LifePlan Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.