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

Strategic 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	$757K	Buy	5,107 +1,769	+53%	+$243K	0.4%	31
2026 Q1	$225K	Sell	3,338 -1,769	-35%	-$225K	0.13%	40
2025 Q4	$614K	Sell	5,107 -113	-2%	-$13.5K	0.35%	31
2025 Q3	$620K	Hold	5,220	–	–	0.36%	30
2025 Q2	$570K	Hold	5,220	–	–	0.36%	30
2025 Q1	$546K	Hold	5,220	–	–	0.38%	28
2024 Q4	$601K	Sell	5,220 -79	-1%	-$9.44K	0.41%	28
2024 Q3	$620K	Hold	5,299	–	–	0.41%	28
2024 Q2	$565K	Hold	5,299	–	–	0.41%	27
2024 Q1	$586K	Hold	5,299	–	–	0.44%	27
2023 Q4	$574K	Sell	5,299 -110	-2%	-$10.6K	0.45%	26
2023 Q3	$510K	Hold	5,409	–	–	0.47%	25
2023 Q2	$539K	Hold	5,409	–	–	0.48%	25
2023 Q1	$523K	Hold	5,409	–	–	0.48%	25
2022 Q4	$512K	Sell	5,409 -80	-1%	-$7.67K	0.5%	25
2022 Q3	$479K	Hold	5,489	–	–	0.5%	26
2022 Q2	$507K	Hold	5,489	–	–	0.49%	26
2022 Q1	$592K	Hold	5,489	–	–	0.49%	26
2021 Q4	$629K	Sell	5,489 -89	-2%	-$10.1K	0.45%	25
2021 Q3	$609K	Hold	5,578	–	–	0.45%	25
2021 Q2	$630K	Hold	5,578	–	–	0.45%	24
2021 Q1	$605K	Sell	5,578 -1	-0%	-$105	0.45%	24
2020 Q4	$513K	Sell	5,579 -139	-2%	-$11.4K	0.45%	25
2020 Q3	$402K	Hold	5,718	–	–	0.42%	25
2020 Q2	$390K	Hold	5,718	–	–	0.43%	25
2020 Q1	$321K	Sell	5,718 -26	-0.5%	-$1.94K	0.43%	25
2019 Q4	$482K	Buy	+5,744	New	+$462K	0.47%	23

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

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

Strategic Financial Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 53% in Q2 2026, buying an estimated $243K and bringing the position to 5,107 shares worth $757K. The position accounts for 0.4% of the portfolio, ranked #31.

Strategic Financial Planning first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Strategic Financial Planning held 5,107 shares of iShares Core S&P Small-Cap ETF worth $757K as of Q2 2026.
Strategic Financial Planning bought 1,769 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $243K.
iShares Core S&P Small-Cap ETF made up 0.4% of Strategic Financial Planning's portfolio in Q2 2026, its #31 holding.
Strategic Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.