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S.E.E.D. Planning Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

S.E.E.D. Planning Group’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 		$853K Buy
5,750
+413
+8% +$56.7K 0.23% 58
2026
Q1 		$663K Sell
5,337
-323
-6% -$41K 0.19% 57
2025
Q4 		$680K Sell
5,660
-125
-2% -$14.9K 0.19% 54
2025
Q3 		$687K Buy
5,785
+178
+3% +$20.5K 0.2% 55
2025
Q2 		$613K Buy
5,607
+11
+0.2% +$1.14K 0.19% 59
2025
Q1 		$585K Buy
5,596
+59
+1% +$6.66K 0.2% 59
2024
Q4 		$638K Buy
5,537
+28
+0.5% +$3.35K 0.21% 64
2024
Q3 		$644K Buy
5,509
+854
+18% +$96.5K 0.21% 61
2024
Q2 		$496K Sell
4,655
-1,171
-20% -$125K 0.18% 62
2024
Q1 		$644K Buy
5,826
+1,822
+46% +$193K 0.24% 59
2023
Q4 		$433K Sell
4,004
-1,023
-20% -$98.6K 0.17% 61
2023
Q3 		$474K Sell
5,027
-1,200
-19% -$120K 0.18% 57
2023
Q2 		$621K Sell
6,227
-1,066
-15% -$102K 0.22% 53
2023
Q1 		$705K Sell
7,293
-1,182
-14% -$118K 0.27% 49
2022
Q4 		$802K Sell
8,475
-206
-2% -$19.8K 0.35% 43
2022
Q3 		$757K Sell
8,681
-263
-3% -$25.5K 0.35% 45
2022
Q2 		$827K Sell
8,944
-74
-0.8% -$7.36K 0.37% 44
2022
Q1 		$973K Sell
9,018
-216
-2% -$23.3K 0.41% 45
2021
Q4 		$1.06M Sell
9,234
-179
-2% -$20.4K 0.46% 43
2021
Q3 		$1.03M Buy
9,413
+328
+4% +$36.1K 0.49% 43
2021
Q2 		$1.03M Sell
9,085
-454
-5% -$50.6K 0.51% 43
2021
Q1 		$1.03M Sell
9,539
-4,862
-34% -$509K 0.57% 42
2020
Q4 		$1.32M Sell
14,401
-822
-5% -$67.5K 0.79% 37
2020
Q3 		$1.07M Buy
15,223
+316
+2% +$22.6K 0.78% 35
2020
Q2 		$1.02M Sell
14,907
-285
-2% -$18K 0.8% 36
2020
Q1 		$852K Buy
15,192
+44
+0.3% +$3.28K 0.83% 35
2019
Q4 		$1.27M Buy
+15,148
New +$1.22M 1.1% 31

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 22.96% 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

S.E.E.D. Planning Group's IJR Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.7% in Q2 2026, buying an estimated $56.7K and bringing the position to 5,750 shares worth $853K. The position accounts for 0.23% of the portfolio, ranked #58.

S.E.E.D. Planning Group first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q4 2020. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • S.E.E.D. Planning Group held 5,750 shares of iShares Core S&P Small-Cap ETF worth $853K as of Q2 2026.
  • S.E.E.D. Planning Group bought 413 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $56.7K.
  • iShares Core S&P Small-Cap ETF made up 0.23% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #58 holding.
  • S.E.E.D. Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • S.E.E.D. Planning Group's iShares Core S&P Small-Cap ETF position peaked at $1.32M in Q4 2020.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.