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

Total Wealth 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
2025
Q4 		– Sell
-6,764
Closed -$804K – 64
2025
Q3 		$804K Buy
6,764
+490
+8% +$56.4K 0.09% 66
2025
Q2 		$686K Sell
6,274
-144
-2% -$14.9K 0.09% 66
2025
Q1 		$671K Sell
6,418
-38
-0.6% -$4.29K 0.1% 56
2024
Q4 		$744K Buy
6,456
+15
+0.2% +$1.79K 0.12% 56
2024
Q3 		$753K Sell
6,441
-22
-0.3% -$2.48K 0.12% 54
2024
Q2 		$755K Sell
6,463
-284
-4% -$30.4K 0.12% 54
2024
Q1 		$746K Buy
6,747
+94
+1% +$9.98K 0.13% 54
2023
Q4 		$720K Buy
6,653
+72
+1% +$6.94K 0.13% 56
2023
Q3 		$621K Sell
6,581
-40
-0.6% -$4K 0.13% 58
2023
Q2 		$660K Sell
6,621
-21
-0.3% -$2K 0.14% 55
2023
Q1 		$642K Sell
6,642
-282
-4% -$28.2K 0.14% 57
2022
Q4 		$655K Sell
6,924
-437
-6% -$41.9K 0.16% 55
2022
Q3 		$642K Sell
7,361
-9,493
-56% -$922K 0.18% 50
2022
Q2 		$1.56M Sell
16,854
-8,703
-34% -$866K 0.45% 35
2022
Q1 		$2.76M Buy
+25,557
New +$2.76M 0.74% 28

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Total Wealth Planning's IJR Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 6,764 shares — an estimated $804K sold.

Total Wealth Planning first reported a position in IJR in Q1 2022 and held it in 15 quarters. The position peaked at $2.76M in Q1 2022. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 6,764 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $804K.
  • Total Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 15 quarters.
  • Total Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $2.76M in Q1 2022.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.