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

Peak 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	$1.28M	Buy	8,654 +11	+0.1%	+$1.51K	0.29%	47
2026 Q1	$1.07M	Sell	8,643 -112	-1%	-$14.2K	0.3%	49
2025 Q4	$1.05M	Buy	8,755 +3,629	+71%	+$434K	0.3%	49
2025 Q3	$609K	Hold	5,126	–	–	0.32%	38
2025 Q2	$560K	Sell	5,126 -4,988	-49%	-$516K	0.36%	41
2025 Q1	$1.06M	Sell	10,114 -1,278	-11%	-$144K	0.44%	40
2024 Q4	$1.31M	Sell	11,392 -358	-3%	-$42.8K	0.55%	35
2024 Q3	$1.37M	Sell	11,750 -356	-3%	-$40.2K	0.6%	33
2024 Q2	$1.29M	Buy	12,106 +9,671	+397%	+$1.03M	0.63%	29
2024 Q1	$269K	Buy	2,435 +415	+21%	+$44.1K	0.17%	65
2023 Q4	$219K	Sell	2,020 -159	-7%	-$15.3K	0.16%	66
2023 Q3	$206K	Sell	2,179 -41	-2%	-$4.1K	0.16%	73
2023 Q2	$221K	Buy	+2,220	New	+$211K	0.16%	76
2022 Q3	–	Sell	-22,711	Closed	-$2.1M	–	85
2022 Q2	$2.1M	Buy	+22,711	New	+$2.26M	1.76%	13
2021 Q4	$2.95M	Buy	25,724 +2,283	+10%	+$260K	2.18%	10
2021 Q3	$2.56M	Buy	+23,441	New	+$2.58M	2.2%	10
2021 Q1	$1.61M	Buy	14,851 +3,064	+26%	+$321K	1.57%	15
2020 Q4	$1.08M	Buy	+11,787	New	+$968K	1.23%	17

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

Peak Planning Group's IJR Position: Q2 2026 in Review

Peak Planning Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.13% in Q2 2026, buying an estimated $1.51K and bringing the position to 8,654 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #47.

Peak Planning Group first reported a position in IJR in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.95M in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Peak Planning Group held 8,654 shares of iShares Core S&P Small-Cap ETF worth $1.28M as of Q2 2026.
Peak Planning Group bought 11 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51K.
iShares Core S&P Small-Cap ETF made up 0.29% of Peak Planning Group's portfolio in Q2 2026, its #47 holding.
Peak Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
Peak Planning Group's iShares Core S&P Small-Cap ETF position peaked at $2.95M in Q4 2021.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.