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Retirement Planning Group (Kansas)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$3.95M Sell
31,782
-2,078
-6% -$264K 0.12% 77
2025
Q4 		$4.07M Sell
33,860
-2,120
-6% -$254K 0.13% 73
2025
Q3 		$4.28M Buy
35,980
+8,076
+29% +$929K 0.15% 62
2025
Q2 		$3.05M Sell
27,904
-2,069
-7% -$214K 0.13% 60
2025
Q1 		$3.13M Sell
29,973
-6,646
-18% -$750K 0.15% 57
2024
Q4 		$4.22M Sell
36,619
-12,483
-25% -$1.49M 0.21% 43
2024
Q3 		$5.74M Buy
49,102
+39,450
+409% +$4.46M 0.31% 39
2024
Q2 		$1.03M Sell
9,652
-59
-0.6% -$6.31K 0.07% 99
2024
Q1 		$1.07M Sell
9,711
-57
-0.6% -$6.05K 0.08% 94
2023
Q4 		$1.06M Sell
9,768
-142
-1% -$13.7K 0.09% 74
2023
Q3 		$935K Sell
9,910
-96
-1% -$9.59K 0.1% 60
2023
Q2 		$997K Sell
10,006
-9
-0.1% -$857 0.1% 61
2023
Q1 		$969K Buy
10,015
+56
+0.6% +$5.6K 0.1% 60
2022
Q4 		$943K Sell
9,959
-890
-8% -$85.4K 0.11% 62
2022
Q3 		$946K Sell
10,849
-69
-0.6% -$6.7K 0.12% 59
2022
Q2 		$1.01M Sell
10,918
-689
-6% -$68.5K 0.12% 49
2022
Q1 		$1.25M Sell
11,607
-625
-5% -$67.4K 0.14% 42
2021
Q4 		$1.4M Sell
12,232
-292
-2% -$33.3K 0.14% 37
2021
Q3 		$1.37M Sell
12,524
-126
-1% -$13.9K 0.16% 30
2021
Q2 		$1.43M Sell
12,650
-526
-4% -$58.7K 0.16% 35
2021
Q1 		$1.43M Sell
13,176
-2,117
-14% -$222K 0.2% 27
2020
Q4 		$1.41M Sell
15,293
-356
-2% -$29.2K 0.2% 27
2020
Q3 		$1.1M Sell
15,649
-684
-4% -$49K 0.18% 28
2020
Q2 		$1.11M Sell
16,333
-281
-2% -$17.7K 0.2% 28
2020
Q1 		$932K Sell
16,614
-1,536
-8% -$114K 0.22% 24
2019
Q4 		$1.52M Sell
18,150
-92
-0.5% -$7.4K 0.3% 26
2019
Q3 		$1.42M Sell
18,242
-2,167
-11% -$168K 0.3% 27
2019
Q2 		$1.6M Sell
20,409
-340
-2% -$26.4K 0.36% 24
2019
Q1 		$1.6M Sell
20,749
-1,578
-7% -$121K 0.39% 24
2018
Q4 		$1.55M Sell
22,327
-1,395
-6% -$108K 0.41% 26
2018
Q3 		$2.07M Sell
23,722
-1,679
-7% -$147K 0.53% 17
2018
Q2 		$2.12M Sell
25,401
-2,502
-9% -$204K 0.57% 17
2018
Q1 		$2.15M Sell
27,903
-1,153
-4% -$89.7K 0.58% 15
2017
Q4 		$2.23M Sell
29,056
-2,635
-8% -$199K 0.61% 15
2017
Q3 		$2.35M Sell
31,691
-1,027
-3% -$72K 0.67% 15
2017
Q2 		$2.29M Sell
32,718
-1,629
-5% -$113K 0.69% 15
2017
Q1 		$2.38M Sell
34,347
-5,209
-13% -$359K 0.72% 18
2016
Q4 		$2.72M Sell
39,556
-1,148
-3% -$74K 0.87% 18
2016
Q3 		$2.53M Buy
40,704
+42
+0.1% +$2.56K 0.82% 18
2016
Q2 		$2.36M Buy
40,662
+132
+0.3% +$7.53K 0.8% 19
2016
Q1 		$2.28M Sell
40,530
-1,478
-4% -$77.2K 0.81% 19
2015
Q4 		$2.31M Sell
42,008
-92
-0.2% -$5.18K 0.85% 19
2015
Q3 		$2.24M Sell
42,100
-1,494
-3% -$84.8K 0.98% 18
2015
Q2 		$2.57M Sell
43,594
-2,810
-6% -$166K 1.05% 18
2015
Q1 		$2.74M Sell
46,404
-6,088
-12% -$349K 1.09% 20
2014
Q4 		$2.99M Sell
52,492
-506
-1% -$27.6K 0.92% 20
2014
Q3 		$2.76M Sell
52,998
-7,950
-13% -$433K 0.86% 21
2014
Q2 		$3.42M Sell
60,948
-1,388
-2% -$75.1K 1.03% 20
2014
Q1 		$3.43M Sell
62,336
-664
-1% -$35.9K 1.11% 20
2013
Q4 		$3.44M Sell
63,000
-42,662
-40% -$2.23M 1.22% 19
2013
Q3 		$5.27M Buy
105,662
+1,070
+1% +$51.7K 1.91% 16
2013
Q2 		$4.72M Buy
+104,592
New +$4.63M 1.94% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Retirement Planning Group (Kansas)'s IJR Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q1 2026, selling an estimated $264K and leaving 31,782 shares worth $3.95M. The position accounts for 0.12% of the portfolio, ranked #77.

Retirement Planning Group (Kansas) first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.74M in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Retirement Planning Group (Kansas) held 31,782 shares of iShares Core S&P Small-Cap ETF worth $3.95M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 2,078 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $264K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #77 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core S&P Small-Cap ETF position peaked at $5.74M in Q3 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.