St. Louis Financial Planners Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

St. Louis Financial Planners Asset Management’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	–	Sell	-10,069	Closed	-$1.21M	–	44
2025 Q4	$1.21M	Buy	+10,069	New	+$1.2M	0.74%	37
2025 Q3	–	Sell	-19,239	Closed	-$2.1M	–	41
2025 Q2	$2.1M	Buy	+19,239	New	+$1.99M	1.6%	27
2024 Q2	–	Sell	-100,731	Closed	-$10.9M	–	40
2024 Q1	$10.9M	Sell	100,731 -454	-0.4%	-$48.2K	9.8%	2
2023 Q4	$11M	Buy	+101,185	New	+$9.75M	10.21%	2
2023 Q3	–	Sell	-115,586	Closed	-$11.5M	–	27
2023 Q2	$11.5M	Sell	115,586 -2,191	-2%	-$209K	11.54%	2
2023 Q1	$11.4M	Buy	+117,777	New	+$11.8M	12.95%	1

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

St. Louis Financial Planners Asset Management's IJR Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 10,069 shares — an estimated $1.21M sold.

St. Louis Financial Planners Asset Management first reported a position in IJR in Q1 2023 and held it in 6 quarters. The position peaked at $11.5M in Q2 2023. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 10,069 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.21M.
St. Louis Financial Planners Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 6 quarters.
St. Louis Financial Planners Asset Management's iShares Core S&P Small-Cap ETF position peaked at $11.5M in Q2 2023.
2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.