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

Mark Sheptoff 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	$16.2K	Hold	109	–	–	0.01%	307
2026 Q1	$15.1K	Hold	109	–	–	0.01%	302
2025 Q4	$13.1K	Hold	109	–	–	0.01%	320
2025 Q3	$13K	Sell	109 -38	-26%	-$4.37K	0.01%	317
2025 Q2	$16.1K	Hold	147	–	–	0.01%	289
2025 Q1	$15.4K	Hold	147	–	–	0.01%	271
2024 Q4	$16.9K	Hold	147	–	–	0.01%	270
2024 Q3	$17.2K	Hold	147	–	–	0.01%	256
2024 Q2	$15.7K	Hold	147	–	–	0.01%	275
2024 Q1	$16.2K	Buy	147 +38	+35%	+$4.04K	0.01%	253
2023 Q4	$11.8K	Hold	109	–	–	0.01%	274
2023 Q3	$10.3K	Hold	109	–	–	0.01%	265
2023 Q2	$10.9K	Hold	109	–	–	0.01%	271
2023 Q1	$10.5K	Hold	109	–	–	0.01%	262
2022 Q4	$10.3K	Hold	109	–	–	0.01%	264
2022 Q3	$10K	Hold	109	–	–	0.01%	252
2022 Q2	$10K	Hold	109	–	–	0.01%	260
2022 Q1	$12K	Hold	109	–	–	0.01%	287
2021 Q4	$12K	Buy	+109	New	+$12.4K	0.01%	303

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

Mark Sheptoff Financial Planning's IJR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 109 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #307.

Mark Sheptoff Financial Planning first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2K in Q3 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mark Sheptoff Financial Planning held 109 shares of iShares Core S&P Small-Cap ETF worth $16.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #307 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Mark Sheptoff Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $17.2K in Q3 2024.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.