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

Vertex Planning Partners’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	-7,395	Closed	-$879K	–	156
2025 Q3	$879K	Buy	7,395 +64	+0.9%	+$7.36K	0.17%	77
2025 Q2	$801K	Sell	7,331 -5	-0.1%	-$517	0.17%	76
2025 Q1	$767K	Sell	7,336 -233	-3%	-$26.3K	0.17%	75
2024 Q4	$872K	Buy	7,569 +105	+1%	+$12.5K	0.19%	69
2024 Q3	$873K	Sell	7,464 -35	-0.5%	-$3.95K	0.21%	55
2024 Q2	$800K	Sell	7,499 -172	-2%	-$18.4K	0.21%	59
2024 Q1	$848K	Buy	7,671 +26	+0.3%	+$2.76K	0.23%	52
2023 Q4	$828K	Buy	7,645 +5,052	+195%	+$487K	0.25%	51
2023 Q3	$245K	Sell	2,593 -786	-23%	-$78.5K	0.08%	120
2023 Q2	$337K	Buy	3,379 +600	+22%	+$57.1K	0.11%	92
2023 Q1	$269K	Sell	2,779 -1,680	-38%	-$168K	0.1%	103
2022 Q4	$422K	Buy	+4,459	New	+$428K	0.16%	80

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Vertex Planning Partners's IJR Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 7,395 shares — an estimated $879K sold.

Vertex Planning Partners first reported a position in IJR in Q4 2022 and held it in 12 quarters. The position peaked at $879K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 7,395 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $879K.
Vertex Planning Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares Core S&P Small-Cap ETF position peaked at $879K in Q3 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.