Ridgeline Wealth Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ridgeline Wealth Planning’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	$803K	Hold	5,414	–	–	0.51%	25
2026 Q1	$673K	Sell	5,414 -699	-11%	-$88.8K	0.49%	26
2025 Q4	$735K	Sell	6,113 -519	-8%	-$62.1K	0.52%	25
2025 Q3	$788K	Hold	6,632	–	–	0.59%	18
2025 Q2	$725K	Buy	6,632 +1,221	+23%	+$126K	0.6%	18
2025 Q1	$566K	Sell	5,411 -187	-3%	-$21.1K	0.56%	19
2024 Q4	$645K	Buy	+5,598	New	+$669K	0.62%	18

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ridgeline Wealth Planning's IJR Position: Q2 2026 in Review

Ridgeline Wealth Planning held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 5,414 shares worth $803K. The position accounts for 0.51% of the portfolio, ranked #25.

Ridgeline Wealth Planning first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ridgeline Wealth Planning held 5,414 shares of iShares Core S&P Small-Cap ETF worth $803K as of Q2 2026.
Ridgeline Wealth Planning left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.51% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #25 holding.
Ridgeline Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.