Planning Directions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.68M | Sell |
37,635
-22,003
| -37% | -$2.8M | 2.37% | 12 |
|
|
2025
Q4 | $7.17M | Buy |
59,638
+6,434
| +12% | +$769K | 3.61% | 6 |
|
|
2025
Q3 | $6.32M | Buy |
53,204
+915
| +2% | +$105K | 3.3% | 6 |
|
|
2025
Q2 | $5.71M | Buy |
52,289
+3,075
| +6% | +$318K | 3.22% | 8 |
|
|
2025
Q1 | $5.15M | Buy |
49,214
+8,384
| +21% | +$946K | 2.2% | 11 |
|
|
2024
Q4 | $4.7M | Buy |
40,830
+5,970
| +17% | +$713K | 2.73% | 10 |
|
|
2024
Q3 | $4.08M | Buy |
34,860
+31,435
| +918% | +$3.55M | 2.43% | 10 |
|
|
2024
Q2 | $365K | Buy |
3,425
+285
| +9% | +$30.5K | 0.25% | 52 |
|
|
2024
Q1 | $347K | Buy |
3,140
+801
| +34% | +$85.1K | 0.24% | 53 |
|
|
2023
Q4 | $253K | Sell |
2,339
-153
| -6% | -$14.7K | 0.18% | 61 |
|
|
2023
Q3 | $235K | Sell |
2,492
-112
| -4% | -$11.2K | 0.18% | 57 |
|
|
2023
Q2 | $260K | Buy |
2,604
+7
| +0.3% | +$667 | 0.19% | 55 |
|
|
2023
Q1 | $251K | Buy |
2,597
+8
| +0.3% | +$800 | 0.19% | 56 |
|
|
2022
Q4 | $245K | Buy |
2,589
+9
| +0.3% | +$863 | 0.19% | 58 |
|
|
2022
Q3 | $225K | Sell |
2,580
-1,134
| -31% | -$110K | 0.18% | 59 |
|
|
2022
Q2 | $343K | Sell |
3,714
-984
| -21% | -$97.9K | 0.26% | 45 |
|
|
2022
Q1 | $507K | Sell |
4,698
-1,256
| -21% | -$136K | 0.36% | 38 |
|
|
2021
Q4 | $682K | Buy |
5,954
+502
| +9% | +$57.2K | 0.45% | 36 |
|
|
2021
Q3 | $595K | Buy |
5,452
+170
| +3% | +$18.7K | 0.43% | 35 |
|
|
2021
Q2 | $597K | Sell |
5,282
-1,173
| -18% | -$131K | 0.44% | 34 |
|
|
2021
Q1 | $701K | Sell |
6,455
-1,165
| -15% | -$122K | 0.55% | 30 |
|
|
2020
Q4 | $700K | Sell |
7,620
-398
| -5% | -$32.7K | 0.57% | 29 |
|
|
2020
Q3 | $563K | Sell |
8,018
-1,037
| -11% | -$74.3K | 0.5% | 32 |
|
|
2020
Q2 | $618K | Buy |
+9,055
| New | +$572K | 0.58% | 28 |
|
|
2020
Q1 | – | Sell |
-9,360
| Closed | -$785K | – | 73 |
|
|
2019
Q4 | $785K | Sell |
9,360
-389
| -4% | -$31.3K | 0.73% | 27 |
|
|
2019
Q3 | $759K | Sell |
9,749
-33
| -0.3% | -$2.56K | 0.73% | 28 |
|
|
2019
Q2 | $766K | Buy |
9,782
+952
| +11% | +$73.9K | 0.78% | 29 |
|
|
2019
Q1 | $681K | Buy |
8,830
+2,137
| +32% | +$164K | 0.81% | 29 |
|
|
2018
Q4 | $464K | Buy |
6,693
+401
| +6% | +$31K | 0.57% | 32 |
|
|
2018
Q3 | $549K | Buy |
6,292
+504
| +9% | +$44.2K | 0.51% | 31 |
|
|
2018
Q2 | $483K | Buy |
5,788
+406
| +8% | +$33.1K | 0.47% | 33 |
|
|
2018
Q1 | $414K | Buy |
+5,382
| New | +$419K | 0.41% | 35 |
|
Other funds holding IJR
Planning Directions's IJR Position: Q1 2026 in Review
Planning Directions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 37% in Q1 2026, selling an estimated $2.8M and leaving 37,635 shares worth $4.68M. The position accounts for 2.37% of the portfolio, ranked #12.
Planning Directions first reported a position in IJR in Q1 2018 and has held it in 32 quarters since. The position peaked at $7.17M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Planning Directions held 37,635 shares of iShares Core S&P Small-Cap ETF worth $4.68M as of Q1 2026.
- Planning Directions sold 22,003 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.8M.
- iShares Core S&P Small-Cap ETF made up 2.37% of Planning Directions's portfolio in Q1 2026, its #12 holding.
- Planning Directions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's iShares Core S&P Small-Cap ETF position peaked at $7.17M in Q4 2025.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.