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 Q3	$1.36M	Buy	10,002 +4,252	+74%	+$615K	0.33%	55
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%	+$3.34K	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	$1.04M	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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

S.E.E.D. Planning Group's IJR Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 74% in Q3 2026, buying an estimated $615K and bringing the position to 10,002 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #55.

S.E.E.D. Planning Group first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

S.E.E.D. Planning Group held 10,002 shares of iShares Core S&P Small-Cap ETF worth $1.36M as of Q3 2026.
S.E.E.D. Planning Group bought 4,252 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $615K.
iShares Core S&P Small-Cap ETF made up 0.33% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #55 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 28 quarters since.
664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.