Phillips Wealth Planners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Phillips Wealth Planners’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	$968K	Sell	6,660 -164	-2%	-$22.5K	0.71%	37
2026 Q1	$937K	Sell	6,824 -449	-6%	-$57K	0.71%	38
2025 Q4	$946K	Buy	7,273 +5,078	+231%	+$607K	0.76%	40
2025 Q3	$263K	Buy	2,195 +5	+0.2%	+$575	0.22%	160
2025 Q2	$245K	Buy	+2,190	New	+$226K	0.22%	158
2025 Q1	–	Sell	-2,023	Closed	-$229K	–	185
2024 Q4	$229K	Sell	2,023 -4	-0.2%	-$478	0.23%	156
2024 Q3	$241K	Buy	2,027 +16	+0.8%	+$1.81K	0.23%	160
2024 Q2	$215K	Buy	2,011 +57	+3%	+$6.1K	0.23%	167
2024 Q1	$201K	Buy	+1,954	New	+$207K	0.23%	169

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

Phillips Wealth Planners's IJR Position: Q2 2026 in Review

Phillips Wealth Planners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $22.5K and leaving 6,660 shares worth $968K. The position accounts for 0.71% of the portfolio, ranked #37.

Phillips Wealth Planners first reported a position in IJR in Q1 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Phillips Wealth Planners held 6,660 shares of iShares Core S&P Small-Cap ETF worth $968K as of Q2 2026.
Phillips Wealth Planners sold 164 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.5K.
iShares Core S&P Small-Cap ETF made up 0.71% of Phillips Wealth Planners's portfolio in Q2 2026, its #37 holding.
Phillips Wealth Planners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.