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

Planning Project 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 		$28.6M Buy
+197,821
New +$27.1M 5.7% 6
2025
Q4 		$20.8M Buy
+173,293
New +$20.7M 5.23% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Project LLC's IJR Position: Q2 2026 in Review

Planning Project LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 197,821 shares worth $28.6M. The stake represents 5.7% of the portfolio and ranks #6 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in IJR as recently as Q4 2025.

Planning Project LLC first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Planning Project LLC held 197,821 shares of iShares Core S&P Small-Cap ETF worth $28.6M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Planning Project LLC position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 5.7% of Planning Project LLC's portfolio in Q2 2026, its #6 holding.
  • Planning Project LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.