PS
IJR icon

Planned Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-647
Closed -$75.6K – 360
2024
Q3 		$75.6K Buy
+647
New +$73.1K 0.03% 248
2024
Q1 		– Sell
-643
Closed -$69.6K – 302
2023
Q4 		$69.6K Buy
+643
New +$62K 0.03% 237
2021
Q1 		– Sell
-2,086
Closed -$192K – 227
2020
Q4 		$192K Buy
2,086
+1
+0% +$82 0.15% 54
2020
Q3 		$146K Buy
+2,085
New +$149K 0.14% 62

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planned Solutions's IJR Position: Q4 2024 in Review

Planned Solutions sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 647 shares — an estimated $75.6K sold.

Planned Solutions first reported a position in IJR in Q3 2020 and held it in 4 quarters. The position peaked at $192K in Q4 2020. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Planned Solutions reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 647 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $75.6K.
  • Planned Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Core S&P Small-Cap ETF position peaked at $192K in Q4 2020.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.