Elevate Wealth Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Elevate Wealth Advisory’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 Q1	$67.5K	Sell	543 -172	-24%	-$21.9K	0.04%	95
2025 Q4	$85.9K	Hold	715	–	–	0.06%	83
2025 Q3	$85K	Hold	715	–	–	0.06%	81
2025 Q2	$78.1K	Buy	715 +604	+544%	+$62.4K	0.06%	91
2025 Q1	$11.6K	Hold	111	–	–	0.01%	121
2024 Q4	$12.8K	Hold	111	–	–	0.01%	108
2024 Q3	$13K	Sell	111 -250	-69%	-$28.2K	0.01%	112
2024 Q2	$38.5K	Hold	361	–	–	0.03%	88
2024 Q1	$39.9K	Hold	361	–	–	0.03%	84
2023 Q4	$39.1K	Buy	+361	New	+$34.8K	0.04%	85

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elevate Wealth Advisory's IJR Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q1 2026, selling an estimated $21.9K and leaving 543 shares worth $67.5K. The position accounts for 0.04% of the portfolio, ranked #95.

Elevate Wealth Advisory first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $85.9K in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Elevate Wealth Advisory held 543 shares of iShares Core S&P Small-Cap ETF worth $67.5K as of Q1 2026.
Elevate Wealth Advisory sold 172 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $21.9K.
iShares Core S&P Small-Cap ETF made up 0.04% of Elevate Wealth Advisory's portfolio in Q1 2026, its #95 holding.
Elevate Wealth Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Core S&P Small-Cap ETF position peaked at $85.9K in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.