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

Emergent Wealth 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	$3.18M	Sell	21,396 -119	-0.6%	-$16.3K	1.65%	14
2026 Q1	$2.67M	Sell	21,515 -41,544	-66%	-$5.28M	1.58%	15
2025 Q4	$7.58M	Sell	63,059 -16,908	-21%	-$2.02M	4.26%	4
2025 Q3	$9.49M	Buy	79,967 +2,273	+3%	+$261K	5.5%	3
2025 Q2	$8.62M	Buy	77,694 +2,425	+3%	+$251K	5.5%	3
2025 Q1	$7.87M	Buy	75,269 +6,353	+9%	+$717K	5.7%	3
2024 Q4	$7.94M	Buy	68,916 +2,225	+3%	+$266K	5.75%	2
2024 Q3	$7.82M	Buy	66,691 +22,278	+50%	+$2.52M	5.78%	2
2024 Q2	$4.9M	Buy	44,413 +33,580	+310%	+$3.59M	3.94%	6
2024 Q1	$1.22M	Buy	10,833 +830	+8%	+$88.1K	1.05%	21
2023 Q4	$1.08M	Buy	+10,003	New	+$964K	1.01%	23

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

Emergent Wealth Advisors's IJR Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.55% in Q2 2026, selling an estimated $16.3K and leaving 21,396 shares worth $3.18M. The position accounts for 1.65% of the portfolio, ranked #14.

Emergent Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.49M in Q3 2025. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Emergent Wealth Advisors held 21,396 shares of iShares Core S&P Small-Cap ETF worth $3.18M as of Q2 2026.
Emergent Wealth Advisors sold 119 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.3K.
iShares Core S&P Small-Cap ETF made up 1.65% of Emergent Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Emergent Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $9.49M in Q3 2025.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.