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

Next Level 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	$12.3M	Buy	99,228 +2,022	+2%	+$257K	6.34%	7
2025 Q4	$11.7M	Buy	97,206 +2,547	+3%	+$305K	6.22%	7
2025 Q3	$11.2M	Buy	94,659 +5,997	+7%	+$690K	6.35%	6
2025 Q2	$9.69M	Buy	88,662 +10,287	+13%	+$1.06M	6.21%	7
2025 Q1	$8.2M	Buy	78,375 +3,272	+4%	+$369K	6.21%	7
2024 Q4	$8.65M	Buy	+75,103	New	+$8.97M	6.81%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Level Wealth Planning's IJR Position: Q1 2026 in Review

Next Level Wealth Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $257K and bringing the position to 99,228 shares worth $12.3M. The position accounts for 6.34% of the portfolio, ranked #7.

Next Level Wealth Planning first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Next Level Wealth Planning held 99,228 shares of iShares Core S&P Small-Cap ETF worth $12.3M as of Q1 2026.
Next Level Wealth Planning bought 2,022 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $257K.
iShares Core S&P Small-Cap ETF made up 6.34% of Next Level Wealth Planning's portfolio in Q1 2026, its #7 holding.
Next Level Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.