ERWM
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Elk River Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Elk River Wealth 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
Q1 		$41.7M Buy
335,521
+2,431
+0.7% +$309K 6.93% 2
2025
Q4 		$39.9M Sell
333,090
-1,340
-0.4% -$160K 6.42% 2
2025
Q3 		$39.7M Buy
334,430
+6,928
+2% +$797K 6.37% 2
2025
Q2 		$35.8M Buy
327,502
+5,110
+2% +$528K 6.16% 3
2025
Q1 		$33.7M Buy
322,392
+14,859
+5% +$1.68M 6.31% 3
2024
Q4 		$35.4M Buy
307,533
+4,002
+1% +$478K 6.42% 2
2024
Q3 		$35.5M Buy
303,531
+6,121
+2% +$692K 6.46% 2
2024
Q2 		$31.7M Buy
297,410
+7,941
+3% +$850K 6.21% 2
2024
Q1 		$32M Sell
289,469
-15,236
-5% -$1.62M 6.51% 2
2023
Q4 		$33M Sell
304,705
-16,763
-5% -$1.62M 6.34% 2
2023
Q3 		$30.5M Buy
321,468
+11,832
+4% +$1.18M 6.74% 2
2023
Q2 		$30.9M Sell
309,636
-5,309
-2% -$506K 6.61% 2
2023
Q1 		$30.5M Buy
314,945
+25,113
+9% +$2.51M 6.91% 2
2022
Q4 		$27.4M Buy
289,832
+2,200
+0.8% +$211K 6.64% 3
2022
Q3 		$25.1M Buy
287,632
+23,717
+9% +$2.3M 6.62% 2
2022
Q2 		$24.4M Buy
263,915
+5,752
+2% +$572K 6.17% 3
2022
Q1 		$27.9M Buy
258,163
+20,821
+9% +$2.25M 6.08% 4
2021
Q4 		$27.2M Buy
237,342
+14,445
+6% +$1.65M 6.15% 3
2021
Q3 		$24.3M Buy
222,897
+40,893
+22% +$4.5M 6.16% 3
2021
Q2 		$20.6M Buy
182,004
+16,679
+10% +$1.86M 5.33% 3
2021
Q1 		$17.9M Buy
165,325
+33,019
+25% +$3.46M 5.11% 3
2020
Q4 		$12.2M Buy
+132,306
New +$10.9M 4.02% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elk River Wealth Management's IJR Position: Q1 2026 in Review

Elk River Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.73% in Q1 2026, buying an estimated $309K and bringing the position to 335,521 shares worth $41.7M. The position accounts for 6.93% of the portfolio, ranked #2.

Elk River Wealth Management first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Elk River Wealth Management held 335,521 shares of iShares Core S&P Small-Cap ETF worth $41.7M as of Q1 2026.
  • Elk River Wealth Management bought 2,431 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $309K.
  • iShares Core S&P Small-Cap ETF made up 6.93% of Elk River Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Elk River Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.