Planning Strategies Inc.’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Planning Strategies Inc.’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	$12.5K	Buy	+84	New	+$11.5K	0.01%	299

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Planning Strategies Inc.'s IJR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 84 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

1,324 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Planning Strategies Inc. held 84 shares of iShares Core S&P Small-Cap ETF worth $12.5K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #299 holding.
1,324 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.