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Evelyn Partners Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evelyn Partners Asset 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
Q1 		$44.4K Buy
+357
New +$45.4K 0.01% 177
2025
Q4 		– Sell
-635
Closed -$75.5K – 290
2025
Q3 		$75.5K Hold
635
– – 0.02% 134
2025
Q2 		$69.4K Hold
635
– – 0.02% 123
2025
Q1 		$66.4K Hold
635
– – 0.02% 125
2024
Q4 		$73.2K Buy
+635
New +$75.9K 0.02% 121

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Evelyn Partners Asset Management's IJR Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 357 shares worth $44.4K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Evelyn Partners Asset Management previously reported a position in IJR as recently as Q3 2025.

Evelyn Partners Asset Management first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $75.5K in Q3 2025. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Evelyn Partners Asset Management held 357 shares of iShares Core S&P Small-Cap ETF worth $44.4K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Evelyn Partners Asset Management position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #177 holding.
  • Evelyn Partners Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Evelyn Partners Asset Management's iShares Core S&P Small-Cap ETF position peaked at $75.5K in Q3 2025.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.