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Emerald Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Emerald Advisors’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 		$1.52M Sell
10,269
-4,111
-29% -$564K 0.19% 40
2026
Q1 		$1.79M Sell
14,380
-11,599
-45% -$1.47M 0.22% 26
2025
Q4 		$3.12M Sell
25,979
-12,654
-33% -$1.51M 0.42% 15
2025
Q3 		$4.59M Buy
38,633
+2,765
+8% +$318K 0.61% 11
2025
Q2 		$3.92M Buy
35,868
+2,005
+6% +$207K 0.5% 12
2025
Q1 		$3.54M Buy
33,863
+2,602
+8% +$294K 0.47% 12
2024
Q4 		$3.6M Buy
31,261
+903
+3% +$108K 0.5% 12
2024
Q3 		$3.59M Buy
30,358
+1,113
+4% +$126K 0.52% 11
2024
Q2 		$3.12M Buy
29,245
+834
+3% +$89.2K 0.47% 12
2024
Q1 		$3.14M Buy
28,411
+939
+3% +$99.7K 0.56% 12
2023
Q4 		$2.97M Buy
27,472
+2,604
+10% +$251K 0.57% 11
2023
Q3 		$2.35M Buy
24,868
+964
+4% +$96.3K 0.54% 12
2023
Q2 		$2.38M Buy
23,904
+1,481
+7% +$141K 0.57% 12
2023
Q1 		$2.17M Sell
22,423
-1,979
-8% -$198K 0.56% 13
2022
Q4 		$2.31M Sell
24,402
-3,849
-14% -$369K 0.64% 11
2022
Q3 		$2.46M Buy
28,251
+5,526
+24% +$537K 0.72% 11
2022
Q2 		$2.1M Buy
22,725
+3,844
+20% +$382K 0.59% 14
2022
Q1 		$2.04M Sell
18,881
-5,173
-22% -$558K 0.48% 15
2021
Q4 		$2.75M Buy
24,054
+2,182
+10% +$249K 0.66% 12
2021
Q3 		$2.39M Buy
21,872
+2,155
+11% +$237K 0.68% 12
2021
Q2 		$2.23M Buy
19,717
+4,782
+32% +$533K 0.7% 14
2021
Q1 		$1.62M Buy
14,935
+10,246
+219% +$1.07M 0.59% 19
2020
Q4 		$431K Sell
4,689
-16,914
-78% -$1.39M 0.15% 49
2020
Q3 		$1.52M Buy
21,603
+616
+3% +$44.1K 0.58% 21
2020
Q2 		$1.43M Buy
20,987
+1,406
+7% +$88.8K 0.63% 18
2020
Q1 		$1.24M Buy
19,581
+12,073
+161% +$899K 0.56% 18
2019
Q4 		$619K Buy
+7,508
New +$604K 0.59% 23

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

Emerald Advisors's IJR Position: Q2 2026 in Review

Emerald Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q2 2026, selling an estimated $564K and leaving 10,269 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #40.

Emerald Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.59M in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Emerald Advisors held 10,269 shares of iShares Core S&P Small-Cap ETF worth $1.52M as of Q2 2026.
  • Emerald Advisors sold 4,111 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $564K.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Emerald Advisors's portfolio in Q2 2026, its #40 holding.
  • Emerald Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Emerald Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.59M in Q3 2025.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.