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 Q3	$2.12M	Buy	15,573 +3,260	+26%	+$472K	0.23%	94
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 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

XY Planning Network's IJR Position: Q3 2026 in Review

XY Planning Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q3 2026, buying an estimated $472K and bringing the position to 15,573 shares worth $2.12M. The position accounts for 0.23% of the portfolio, ranked #94.

XY Planning Network first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

XY Planning Network held 15,573 shares of iShares Core S&P Small-Cap ETF worth $2.12M as of Q3 2026.
XY Planning Network bought 3,260 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $472K.
iShares Core S&P Small-Cap ETF made up 0.23% of XY Planning Network's portfolio in Q3 2026, its #94 holding.
XY Planning Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's iShares Core S&P Small-Cap ETF position peaked at $2.21M in Q4 2024.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.