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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
Q2 		$43.4M Sell
292,377
-43,144
-13% -$5.92M 6.91% 2
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elk River Wealth Management's IJR Position: Q2 2026 in Review

Elk River Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, selling an estimated $5.92M and leaving 292,377 shares worth $43.4M. The position accounts for 6.91% of the portfolio, ranked #2.

Elk River Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Elk River Wealth Management held 292,377 shares of iShares Core S&P Small-Cap ETF worth $43.4M as of Q2 2026.
  • Elk River Wealth Management sold 43,144 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.92M.
  • iShares Core S&P Small-Cap ETF made up 6.91% of Elk River Wealth Management's portfolio in Q2 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 23 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.