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

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

Wealth Enhancement Advisory Services

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

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

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return