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

Elevation Wealth Partners’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	$7.36M	Buy	49,644 +627	+1%	+$86K	2.21%	10
2026 Q1	$6.09M	Buy	49,017 +5	+0%	+$635	2.18%	10
2025 Q4	$5.89M	Sell	49,012 -2,017	-4%	-$241K	2.09%	11
2025 Q3	$6.06M	Sell	51,029 -968	-2%	-$111K	2.18%	10
2025 Q2	$5.68M	Sell	51,997 -4,000	-7%	-$413K	2.24%	10
2025 Q1	$5.86M	Buy	55,997 +1,608	+3%	+$181K	2.53%	8
2024 Q4	$6.27M	Buy	54,389 +2,542	+5%	+$304K	2.65%	8
2024 Q3	$6.06M	Buy	51,847 +781	+2%	+$88.2K	2.6%	9
2024 Q2	$5.45M	Buy	51,066 +1,881	+4%	+$201K	2.58%	8
2024 Q1	$5.44M	Buy	49,185 +3,301	+7%	+$351K	2.72%	8
2023 Q4	$4.33M	Sell	45,884 -34	-0.1%	-$3.28K	2.6%	8
2023 Q3	$4.33M	Buy	45,918 +2,047	+5%	+$204K	3.74%	6
2023 Q2	$4.39M	Buy	43,871 +1,429	+3%	+$136K	3.69%	6
2023 Q1	$4.1M	Buy	+42,442	New	+$4.24M	3.76%	7

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

BIAS

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Elevation Wealth Partners's IJR Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $86K and bringing the position to 49,644 shares worth $7.36M. The position accounts for 2.21% of the portfolio, ranked #10.

Elevation Wealth Partners first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 1,274 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Elevation Wealth Partners held 49,644 shares of iShares Core S&P Small-Cap ETF worth $7.36M as of Q2 2026.
Elevation Wealth Partners bought 627 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $86K.
iShares Core S&P Small-Cap ETF made up 2.21% of Elevation Wealth Partners's portfolio in Q2 2026, its #10 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,274 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.