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New England Professional Planning Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

New England Professional Planning 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 		$26.3M Buy
177,489
+156
+0.1% +$21.4K 9.82% 4
2026
Q1 		$22M Buy
177,333
+2,825
+2% +$359K 9.21% 4
2025
Q4 		$21M Buy
174,508
+3,288
+2% +$393K 8.79% 4
2025
Q3 		$19.8M Buy
171,220
+2,864
+2% +$329K 9.06% 4
2025
Q2 		$18.4M Buy
168,356
+1,880
+1% +$194K 8.38% 4
2025
Q1 		$17.4M Buy
166,476
+6,801
+4% +$767K 8.67% 4
2024
Q4 		$18.4M Buy
159,675
+3,271
+2% +$391K 9.16% 4
2024
Q3 		$18.3M Buy
156,404
+1,767
+1% +$200K 9.05% 4
2024
Q2 		$16.5M Buy
154,637
+3,189
+2% +$341K 8.66% 4
2024
Q1 		$16.7M Buy
151,448
+962
+0.6% +$102K 8.73% 4
2023
Q4 		$16.3M Sell
150,486
-1,269
-0.8% -$122K 9.26% 4
2023
Q3 		$14.3M Sell
151,755
-1,227
-0.8% -$123K 8.87% 4
2023
Q2 		$15.2M Sell
152,982
-1,443
-0.9% -$137K 8.95% 4
2023
Q1 		$14.7M Buy
154,425
+3,634
+2% +$363K 8.89% 4
2022
Q4 		$14.3M Buy
150,791
+1,312
+0.9% +$126K 8.02% 5
2022
Q3 		$13M Buy
149,479
+2,664
+2% +$259K 9.28% 4
2022
Q2 		$13.6M Buy
146,815
+3,297
+2% +$328K 9.4% 4
2022
Q1 		$15.6M Buy
143,518
+4,212
+3% +$455K 9.36% 4
2021
Q4 		$15.5M Buy
139,306
+1,995
+1% +$227K 9.47% 4
2021
Q3 		$15.5M Buy
137,311
+1,687
+1% +$186K 9.19% 4
2021
Q2 		$15.2M Sell
135,624
-1,788
-1% -$199K 9.19% 4
2021
Q1 		$15.4M Sell
137,412
-2,105
-2% -$220K 9.44% 4
2020
Q4 		$12.8M Sell
139,517
-389
-0.3% -$32K 9.03% 4
2020
Q3 		$10.6M Sell
139,906
-177
-0.1% -$12.7K 8.48% 4
2020
Q2 		$10.6M Buy
140,083
+9,470
+7% +$598K 8.19% 4
2020
Q1 		$7.91M Buy
130,613
+16,107
+14% +$1.2M 7.33% 4
2019
Q4 		$9.6M Buy
+114,506
New +$9.21M 7.61% 4
2018
Q3 		$5.58M Buy
64,004
+2,905
+5% +$254K 6.4% 5
2018
Q2 		$5.1M Buy
61,099
+1,662
+3% +$135K 6.55% 5
2018
Q1 		$4.63M Buy
59,437
+3,950
+7% +$307K 6.14% 5
2017
Q4 		$4.3M Buy
+55,487
New +$4.18M 5.26% 6
2016
Q2 		$2.32M Buy
37,968
+6,992
+23% +$399K 2.6% 9
2016
Q1 		$1.74M Buy
30,976
+9,862
+47% +$515K 1.75% 10
2015
Q4 		$1.16M Buy
21,114
+1,712
+9% +$96.5K 1.3% 11
2015
Q3 		$1.11M Buy
+19,402
New +$1.1M 1.26% 11

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

New England Professional Planning Group's IJR Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.09% in Q2 2026, buying an estimated $21.4K and bringing the position to 177,489 shares worth $26.3M. The position accounts for 9.82% of the portfolio, ranked #4.

New England Professional Planning Group first reported a position in IJR in Q3 2015 and has held it in 35 quarters since. 1,740 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • New England Professional Planning Group held 177,489 shares of iShares Core S&P Small-Cap ETF worth $26.3M as of Q2 2026.
  • New England Professional Planning Group bought 156 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Core S&P Small-Cap ETF made up 9.82% of New England Professional Planning Group's portfolio in Q2 2026, its #4 holding.
  • New England Professional Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 35 quarters since.
  • 1,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.