Evelyn Partners Investment Management (Europe)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$112K	Hold	900	–	–	0.04%	108
2025 Q4	$108K	Hold	900	–	–	0.04%	111
2025 Q3	$107K	Hold	900	–	–	0.04%	102
2025 Q2	$98.4K	Hold	900	–	–	0.04%	102
2025 Q1	$94.1K	Hold	900	–	–	0.04%	101
2024 Q4	$104K	Buy	+900	New	+$108K	0.04%	95

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s IJR Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 900 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #108.

Evelyn Partners Investment Management (Europe) first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 900 shares of iShares Core S&P Small-Cap ETF worth $112K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #108 holding.
Evelyn Partners Investment Management (Europe) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.