PL
IJR icon

Plancorp LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Plancorp LLC’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 		$3.09M Buy
21,346
+2,973
+16% +$408K 0.08% 109
2026
Q1 		$2.39M Buy
18,373
+366
+2% +$46.5K 0.07% 101
2025
Q4 		$2.16M Sell
18,007
-1,046
-5% -$125K 0.07% 102
2025
Q3 		$2.26M Sell
19,053
-1,774
-9% -$204K 0.07% 105
2025
Q2 		$2.28M Buy
20,827
+47
+0.2% +$4.86K 0.08% 103
2025
Q1 		$2.17M Buy
20,780
+1,696
+9% +$191K 0.09% 97
2024
Q4 		$2.2M Buy
19,084
+96
+0.5% +$11.5K 0.09% 81
2024
Q3 		$2.22M Buy
18,988
+29
+0.2% +$3.28K 0.09% 82
2024
Q2 		$2.02M Sell
18,959
-600
-3% -$64.2K 0.09% 80
2024
Q1 		$2.16M Buy
19,559
+1,383
+8% +$147K 0.09% 79
2023
Q4 		$1.97M Buy
18,176
+446
+3% +$43K 0.09% 78
2023
Q3 		$1.67M Hold
17,730
– – 0.09% 83
2023
Q2 		$1.77M Buy
17,730
+1,657
+10% +$158K 0.1% 76
2023
Q1 		$1.55M Sell
16,073
-19
-0.1% -$1.9K 0.09% 83
2022
Q4 		$1.52M Buy
16,092
+232
+1% +$22.3K 0.09% 80
2022
Q3 		$1.38M Sell
15,860
-7,120
-31% -$692K 0.09% 77
2022
Q2 		$2.12M Buy
22,980
+19,793
+621% +$1.97M 0.13% 61
2022
Q1 		$344K Sell
3,187
-32
-1% -$3.45K 0.02% 174
2021
Q4 		$369K Buy
3,219
+612
+23% +$69.7K 0.02% 174
2021
Q3 		$285K Buy
2,607
+1
+0% +$110 0.02% 191
2021
Q2 		$294K Sell
2,606
-8
-0.3% -$892 0.02% 175
2021
Q1 		$284K Hold
2,614
– – 0.06% 165
2020
Q4 		$240K Sell
2,614
-2,139
-45% -$176K 0.06% 180
2020
Q3 		$334K Sell
4,753
-353
-7% -$25.3K 0.1% 128
2020
Q2 		$349K Sell
5,106
-591
-10% -$37.3K 0.11% 124
2020
Q1 		$320K Sell
5,697
-5,253
-48% -$391K 0.12% 120
2019
Q4 		$918K Buy
10,950
+529
+5% +$42.6K 0.28% 66
2019
Q3 		$811K Hold
10,421
– – 0.31% 62
2019
Q2 		$816K Hold
10,421
– – 0.32% 63
2019
Q1 		$804K Sell
10,421
-1,170
-10% -$89.8K 0.3% 70
2018
Q4 		$803K Hold
11,591
– – 0.36% 61
2018
Q3 		$1.01M Sell
11,591
-500
-4% -$43.8K 0.4% 59
2018
Q2 		$1.01M Hold
12,091
– – 0.4% 55
2018
Q1 		$931K Hold
12,091
– – 0.3% 57
2017
Q4 		$928K Buy
12,091
+1,084
+10% +$81.7K 0.3% 61
2017
Q3 		$818K Hold
11,007
– – 0.24% 63
2017
Q2 		$772K Buy
11,007
+2,071
+23% +$143K 0.23% 64
2017
Q1 		$617K Sell
8,936
-100
-1% -$6.9K 0.18% 83
2016
Q4 		$622K Buy
+9,036
New +$583K 0.18% 77
2015
Q1 		– Sell
-5,026
Closed -$287K – 101
2014
Q4 		$287K Sell
5,026
-1,662
-25% -$90.7K 0.3% 50
2014
Q3 		$349K Buy
6,688
+1,662
+33% +$90.4K 0.37% 65
2014
Q2 		$282K Sell
5,026
-1,662
-25% -$89.9K 0.25% 55
2014
Q1 		$368K Buy
+6,688
New +$362K 0.25% 73

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Plancorp LLC's IJR Position: Q2 2026 in Review

Plancorp LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, buying an estimated $408K and bringing the position to 21,346 shares worth $3.09M. The position accounts for 0.08% of the portfolio, ranked #109.

Plancorp LLC first reported a position in IJR in Q1 2014 and has held it in 43 quarters since. 519 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Plancorp LLC held 21,346 shares of iShares Core S&P Small-Cap ETF worth $3.09M as of Q2 2026.
  • Plancorp LLC bought 2,973 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $408K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #109 holding.
  • Plancorp LLC first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 43 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.