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

XY Planning Network’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	$1.83M	Buy	12,313 +161	+1%	+$22.1K	0.23%	97
2026 Q1	$1.52M	Buy	12,152 +3,154	+35%	+$401K	0.24%	96
2025 Q4	$1.08M	Sell	8,998 -2,314	-20%	-$277K	0.19%	118
2025 Q3	$1.24M	Hold	11,312	–	–	0.42%	62
2025 Q2	$1.24M	Buy	11,312 +2,246	+25%	+$232K	0.42%	62
2025 Q1	$948K	Sell	9,066 -10,108	-53%	-$1.14M	0.63%	46
2024 Q4	$2.21M	Buy	+19,174	New	+$2.29M	1.66%	15

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

XY Planning Network's IJR Position: Q2 2026 in Review

XY Planning Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 12,313 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #97.

XY Planning Network first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q4 2024. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

XY Planning Network held 12,313 shares of iShares Core S&P Small-Cap ETF worth $1.83M as of Q2 2026.
XY Planning Network bought 161 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.1K.
iShares Core S&P Small-Cap ETF made up 0.23% of XY Planning Network's portfolio in Q2 2026, its #97 holding.
XY Planning Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares Core S&P Small-Cap ETF position peaked at $2.21M in Q4 2024.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.