Plan Group Financial
IJR icon

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

Plan Group Financial’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
Q3 		$3.76M Sell
27,289
-9,186
-25% -$1.33M 0.74% 41
2026
Q2 		$5.41M Sell
36,475
-6,418
-15% -$881K 1.11% 26
2026
Q1 		$5.33M Sell
42,893
-17,020
-28% -$2.16M 1.25% 25
2025
Q4 		$7.2M Sell
59,913
-10,496
-15% -$1.26M 1.87% 11
2025
Q3 		$8.37M Sell
70,409
-15,909
-18% -$1.83M 2.25% 6
2025
Q2 		$9.43M Sell
86,318
-10,738
-11% -$1.11M 3.1% 5
2025
Q1 		$10.1M Buy
97,056
+27,798
+40% +$3.14M 3.62% 6
2024
Q4 		$7.98M Buy
69,258
+590
+0.9% +$70.5K 4.21% 7
2024
Q3 		$8.03M Sell
68,668
-3,472
-5% -$392K 4.24% 7
2024
Q2 		$7.69M Buy
72,140
+11,788
+20% +$1.26M 4.71% 5
2024
Q1 		$6.67M Buy
60,352
+8,616
+17% +$915K 4.38% 7
2023
Q4 		$5.6M Buy
51,736
+14,958
+41% +$1.44M 4.91% 6
2023
Q3 		$3.47M Buy
36,778
+17,470
+90% +$1.75M 2.5% 15
2023
Q2 		$1.92M Buy
+19,308
New +$1.84M 1.61% 18

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Plan Group Financial's IJR Position: Q3 2026 in Review

Plan Group Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q3 2026, selling an estimated $1.33M and leaving 27,289 shares worth $3.76M. The position accounts for 0.74% of the portfolio, ranked #41.

Plan Group Financial first reported a position in IJR in Q2 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q1 2025. 1,033 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Plan Group Financial held 27,289 shares of iShares Core S&P Small-Cap ETF worth $3.76M as of Q3 2026.
  • Plan Group Financial sold 9,186 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.33M.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Plan Group Financial's portfolio in Q3 2026, its #41 holding.
  • Plan Group Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Plan Group Financial's iShares Core S&P Small-Cap ETF position peaked at $10.1M in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.