Elevated Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Elevated Capital Advisors’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	$402K	Buy	2,714 +6	+0.2%	+$823	0.11%	153
2026 Q1	$337K	Buy	2,708 +3	+0.1%	+$381	0.08%	210
2025 Q4	$325K	Buy	2,705 +9	+0.3%	+$1.08K	0.08%	230
2025 Q3	$320K	Sell	2,696 -114	-4%	-$13.1K	0.08%	232
2025 Q2	$294K	Hold	2,810	–	–	0.08%	222
2025 Q1	$294K	Sell	2,810 -116	-4%	-$13.1K	0.08%	222
2024 Q4	$337K	Buy	2,926 +2	+0.1%	+$239	0.09%	223
2024 Q3	$342K	Sell	2,924 -7	-0.2%	-$791	0.09%	236
2024 Q2	$313K	Sell	2,931 -166	-5%	-$17.8K	0.09%	199
2024 Q1	$342K	Sell	3,097 -11,684	-79%	-$1.24M	0.1%	153
2023 Q4	$1.6M	Sell	14,781 -802	-5%	-$77.3K	0.5%	67
2023 Q3	$1.47M	Sell	15,583 -127	-0.8%	-$12.7K	0.5%	70
2023 Q2	$1.57M	Buy	15,710 +745	+5%	+$70.9K	0.52%	73
2023 Q1	$1.45M	Buy	14,965 +540	+4%	+$54K	0.52%	72
2022 Q4	$1.37M	Sell	14,425 -976	-6%	-$93.6K	0.52%	66
2022 Q3	$1.34M	Buy	+15,401	New	+$1.5M	0.53%	64
2022 Q1	$1.66M	Buy	+15,358	New	+$1.66M	0.55%	48
2021 Q3	$1.65M	Buy	+15,083	New	+$1.66M	0.57%	48
2021 Q1	$1.24M	Buy	11,536 +1,122	+11%	+$117K	0.48%	71
2020 Q4	$957K	Buy	10,414 +836	+9%	+$68.7K	0.41%	77
2020 Q3	$784K	Sell	9,578 -70	-0.7%	-$5.02K	0.37%	99
2020 Q2	$730K	Buy	+9,648	New	+$609K	0.34%	105
2019 Q4	$304K	Buy	+3,629	New	+$292K	0.34%	84
2019 Q1	$425K	Buy	+7,423	New	+$570K	0.28%	110

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

Elevated Capital Advisors's IJR Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, buying an estimated $823 and bringing the position to 2,714 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #153.

Elevated Capital Advisors first reported a position in IJR in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.66M in Q1 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Elevated Capital Advisors held 2,714 shares of iShares Core S&P Small-Cap ETF worth $402K as of Q2 2026.
Elevated Capital Advisors bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
iShares Core S&P Small-Cap ETF made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #153 holding.
Elevated Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.66M in Q1 2022.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.