Elevatus Welath Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Elevatus Welath Management’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	$327K	Buy	2,206 +82	+4%	+$11.3K	0.08%	170
2026 Q1	$264K	Sell	2,124 -1,000	-32%	-$127K	0.14%	114
2025 Q4	$375K	Hold	3,124	–	–	0.1%	105
2025 Q3	$371K	Buy	3,124 +1,001	+47%	+$115K	0.11%	89
2025 Q2	$232K	Sell	2,123 -1,274	-38%	-$132K	0.08%	106
2025 Q1	$355K	Buy	3,397 +1	+0%	+$113	0.2%	68
2024 Q4	$391K	Sell	3,396 -161	-5%	-$19.2K	0.13%	68
2024 Q3	$416K	Sell	3,557 -3,536	-50%	-$399K	0.14%	61
2024 Q2	$757K	Buy	7,093 +1	+0%	+$107	0.28%	58
2024 Q1	$784K	Buy	7,092 +3,700	+109%	+$393K	0.31%	43
2023 Q4	$367K	Buy	+3,392	New	+$327K	0.17%	61

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

Elevatus Welath Management's IJR Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,206 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #170.

Elevatus Welath Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $784K in Q1 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Elevatus Welath Management held 2,206 shares of iShares Core S&P Small-Cap ETF worth $327K as of Q2 2026.
Elevatus Welath Management bought 82 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.3K.
iShares Core S&P Small-Cap ETF made up 0.08% of Elevatus Welath Management's portfolio in Q2 2026, its #170 holding.
Elevatus Welath Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Elevatus Welath Management's iShares Core S&P Small-Cap ETF position peaked at $784K in Q1 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.