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

Walled Lake Planning & Wealth 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 Q2	$278K	Buy	1,873 +6	+0.3%	+$823	0.07%	117
2026 Q1	$232K	Sell	1,867 -34	-2%	-$4.32K	0.07%	119
2025 Q4	$228K	Buy	1,901 +8	+0.4%	+$957	0.07%	123
2025 Q3	$225K	Buy	1,893 +34	+2%	+$3.91K	0.07%	128
2025 Q2	$203K	Buy	+1,859	New	+$192K	0.07%	135
2021 Q4	–	Sell	-13	Closed	-$1K	–	199
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	316
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	303
2021 Q1	$1K	Buy	+13	New	+$1.36K	﹤0.01%	299
2020 Q2	–	Sell	-5	Closed	–	–	348
2020 Q1	$0	Buy	+5	New	+$372	﹤0.01%	342

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

Walled Lake Planning & Wealth Management's IJR Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.32% in Q2 2026, buying an estimated $823 and bringing the position to 1,873 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #117.

Walled Lake Planning & Wealth Management first reported a position in IJR in Q1 2020 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Walled Lake Planning & Wealth Management held 1,873 shares of iShares Core S&P Small-Cap ETF worth $278K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
iShares Core S&P Small-Cap ETF made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #117 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.