PIFP
IJR icon

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

Partners in 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 		$429K Sell
2,890
-327
-10% -$44.9K 0.07% 89
2026
Q1 		$400K Buy
3,217
+920
+40% +$117K 0.07% 87
2025
Q4 		$276K Buy
2,297
+1
+0% +$120 0.05% 101
2025
Q3 		$273K Buy
2,296
+2
+0.1% +$230 0.05% 99
2025
Q2 		$251K Sell
2,294
-550
-19% -$56.9K 0.05% 98
2025
Q1 		$297K Sell
2,844
-9
-0.3% -$1.02K 0.06% 86
2024
Q4 		$329K Sell
2,853
-196
-6% -$23.4K 0.07% 82
2024
Q3 		$357K Buy
3,049
+2
+0.1% +$226 0.07% 79
2024
Q2 		$325K Buy
3,047
+1
+0% +$107 0.07% 83
2024
Q1 		$337K Buy
3,046
+820
+37% +$87.1K 0.07% 80
2023
Q4 		$241K Buy
2,226
+3
+0.1% +$289 0.06% 92
2023
Q3 		$210K Sell
2,223
-66
-3% -$6.59K 0.05% 93
2023
Q2 		$228K Buy
2,289
+1
+0% +$95 0.06% 89
2023
Q1 		$221K Buy
2,288
+2
+0.1% +$200 0.06% 88
2022
Q4 		$216K Buy
2,286
+1
+0% +$96 0.06% 88
2022
Q3 		$228K Buy
2,285
+2
+0.1% +$194 0.07% 85
2022
Q2 		$224K Sell
2,283
-224
-9% -$22.3K 0.07% 88
2022
Q1 		$259K Buy
2,507
+1
+0% +$108 0.08% 81
2021
Q4 		$267K Buy
2,506
+21
+0.8% +$2.39K 0.08% 81
2021
Q3 		$271K Sell
2,485
-41
-2% -$4.51K 0.08% 77
2021
Q2 		$285K Buy
+2,526
New +$282K 0.09% 74

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Partners in Financial Planning's IJR Position: Q2 2026 in Review

Partners in Financial Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, selling an estimated $44.9K and leaving 2,890 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #89.

Partners in Financial Planning first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Partners in Financial Planning held 2,890 shares of iShares Core S&P Small-Cap ETF worth $429K as of Q2 2026.
  • Partners in Financial Planning sold 327 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $44.9K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Partners in Financial Planning's portfolio in Q2 2026, its #89 holding.
  • Partners in Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.