Envestnet Portfolio Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Envestnet Portfolio Solutions’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	292,781 -28,097	-9%	-$3.86M	0.21%	82
2026 Q1	$39.9M	Sell	320,878 -61,739	-16%	-$7.84M	0.22%	72
2025 Q4	$46M	Buy	382,617 +7,239	+2%	+$866K	0.16%	76
2025 Q3	$44.6M	Sell	375,378 -26,462	-7%	-$3.04M	0.16%	79
2025 Q2	$43.9M	Sell	401,840 -68,803	-15%	-$7.11M	0.16%	73
2025 Q1	$49.2M	Sell	470,643 -38,312	-8%	-$4.32M	0.19%	70
2024 Q4	$58.6M	Sell	508,955 -357	-0.1%	-$42.7K	0.19%	67
2024 Q3	$59.6M	Buy	509,312 +18,459	+4%	+$2.09M	0.19%	67
2024 Q2	$52.4M	Buy	490,853 +72,857	+17%	+$7.79M	0.18%	69
2024 Q1	$46.2M	Sell	417,996 -77,453	-16%	-$8.22M	0.17%	74
2023 Q4	$53.6M	Buy	495,449 +71,264	+17%	+$6.87M	0.22%	60
2023 Q3	$40M	Buy	+424,185	New	+$42.4M	0.19%	67

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

Envestnet Portfolio Solutions's IJR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.8% in Q2 2026, selling an estimated $3.86M and leaving 292,781 shares worth $43.4M. The position accounts for 0.21% of the portfolio, ranked #82.

Envestnet Portfolio Solutions first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $59.6M in Q3 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Envestnet Portfolio Solutions held 292,781 shares of iShares Core S&P Small-Cap ETF worth $43.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 28,097 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.86M.
iShares Core S&P Small-Cap ETF made up 0.21% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #82 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Core S&P Small-Cap ETF position peaked at $59.6M in Q3 2024.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.