WealthPlan Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WealthPlan Investment 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	$437K	Sell	2,948 -741	-20%	-$102K	0.02%	343
2026 Q1	$459K	Buy	+3,689	New	+$469K	0.03%	317
2023 Q1	–	Sell	-8,589	Closed	-$902K	–	498
2022 Q4	$902K	Buy	8,589 +91	+1%	+$8.73K	0.06%	184
2022 Q3	$832K	Buy	+8,498	New	+$825K	0.06%	180
2022 Q1	$484K	Buy	+4,875	New	+$526K	0.03%	255

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 22.9% 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

WealthPlan Investment Management's IJR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, selling an estimated $102K and leaving 2,948 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #343.

WealthPlan Investment Management first reported a position in IJR in Q1 2022 and has held it in 5 quarters since. The position peaked at $902K in Q4 2022. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WealthPlan Investment Management held 2,948 shares of iShares Core S&P Small-Cap ETF worth $437K as of Q2 2026.
WealthPlan Investment Management sold 741 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P Small-Cap ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #343 holding.
WealthPlan Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's iShares Core S&P Small-Cap ETF position peaked at $902K in Q4 2022.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.