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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
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 $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

Emerald Advisors's IJR Position: Q1 2026 in Review

Emerald Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 45% in Q1 2026, selling an estimated $1.47M and leaving 14,380 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #26.

Emerald Advisors first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.59M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Emerald Advisors held 14,380 shares of iShares Core S&P Small-Cap ETF worth $1.79M as of Q1 2026.
  • Emerald Advisors sold 11,599 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.47M.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Emerald Advisors's portfolio in Q1 2026, its #26 holding.
  • Emerald Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Emerald Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.59M in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.