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

Sterling Financial 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 		$1.59M Sell
10,706
-420
-4% -$57.6K 0.43% 43
2026
Q1 		$1.38M Sell
11,126
-106
-0.9% -$13.5K 0.41% 46
2025
Q4 		$1.35M Sell
11,232
-54
-0.5% -$6.46K 0.41% 48
2025
Q3 		$1.34M Sell
11,286
-81
-0.7% -$9.32K 0.42% 48
2025
Q2 		$1.24M Sell
11,367
-13
-0.1% -$1.34K 0.42% 48
2025
Q1 		$1.19M Buy
11,380
+192
+2% +$21.7K 0.43% 49
2024
Q4 		$1.29M Sell
11,188
-512
-4% -$61.2K 0.47% 45
2024
Q3 		$1.37M Sell
11,700
-372
-3% -$42K 0.5% 47
2024
Q2 		$1.29M Sell
12,072
-200
-2% -$21.4K 0.52% 47
2024
Q1 		$1.36M Sell
12,272
-479
-4% -$50.9K 0.55% 47
2023
Q4 		$1.38M Buy
12,751
+9
+0.1% +$867 0.6% 45
2023
Q3 		$1.2M Sell
12,742
-193
-1% -$19.3K 0.62% 41
2023
Q2 		$1.29M Sell
12,935
-2,211
-15% -$211K 0.64% 40
2023
Q1 		$1.46M Sell
15,146
-1,081
-7% -$108K 0.8% 36
2022
Q4 		$1.54M Sell
16,227
-1,252
-7% -$120K 0.92% 31
2022
Q3 		$1.52M Sell
17,479
-487
-3% -$47.3K 1.07% 27
2022
Q2 		$1.66M Sell
17,966
-127
-0.7% -$12.6K 1.17% 24
2022
Q1 		$1.95M Sell
18,093
-1,307
-7% -$141K 1.23% 23
2021
Q4 		$2.22M Sell
19,400
-233
-1% -$26.6K 1.39% 21
2021
Q3 		$2.14M Sell
19,633
-574
-3% -$63.2K 1.36% 20
2021
Q2 		$2.28M Sell
20,207
-621
-3% -$69.3K 1.48% 18
2021
Q1 		$2.26M Sell
20,828
-2,572
-11% -$269K 1.61% 16
2020
Q4 		$2.15M Buy
+23,400
New +$1.92M 1.73% 17

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

Sterling Financial Planning's IJR Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, selling an estimated $57.6K and leaving 10,706 shares worth $1.59M. The position accounts for 0.43% of the portfolio, ranked #43.

Sterling Financial Planning first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q2 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sterling Financial Planning held 10,706 shares of iShares Core S&P Small-Cap ETF worth $1.59M as of Q2 2026.
  • Sterling Financial Planning sold 420 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $57.6K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of Sterling Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Sterling Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $2.28M in Q2 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.