Elevation Wealth Partners
IJR icon

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
Q3 		$7.04M Buy
51,718
+2,074
+4% +$300K 1.98% 10
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

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's IJR Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q3 2026, buying an estimated $300K and bringing the position to 51,718 shares worth $7.04M. The position accounts for 1.98% of the portfolio, ranked #10.

Elevation Wealth Partners first reported a position in IJR in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.36M in Q2 2026. 1,273 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Elevation Wealth Partners held 51,718 shares of iShares Core S&P Small-Cap ETF worth $7.04M as of Q3 2026.
  • Elevation Wealth Partners bought 2,074 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $300K.
  • iShares Core S&P Small-Cap ETF made up 1.98% of Elevation Wealth Partners's portfolio in Q3 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 15 quarters since.
  • Elevation Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $7.36M in Q2 2026.
  • 1,273 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.