EK
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Evensky & Katz’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evensky & Katz’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 		$109K Sell
733
-282
-28% -$38.7K 0.01% 67
2026
Q1 		$126K Sell
1,015
-453
-31% -$57.5K 0.01% 67
2025
Q4 		$176K Buy
1,468
+538
+58% +$64.3K 0.01% 66
2025
Q3 		$110K Sell
930
-137
-13% -$15.8K 0.01% 68
2025
Q2 		$117K Sell
1,067
-106
-9% -$11K 0.01% 66
2025
Q1 		$123K Sell
1,173
-381
-25% -$43K 0.01% 73
2024
Q4 		$179K Buy
1,554
+348
+29% +$41.6K 0.01% 72
2024
Q3 		$141K Buy
1,206
+4
+0.3% +$452 0.01% 74
2024
Q2 		$128K Sell
1,202
-333
-22% -$35.6K 0.01% 74
2024
Q1 		$170K Buy
1,535
+245
+19% +$26K 0.01% 73
2023
Q4 		$140K Buy
1,290
+179
+16% +$17.3K 0.01% 74
2023
Q3 		$105K Hold
1,111
– – 0.01% 74
2023
Q2 		$111K Buy
1,111
+3
+0.3% +$286 0.01% 74
2023
Q1 		$107K Sell
1,108
-63
-5% -$6.3K 0.01% 73
2022
Q4 		$111K Sell
1,171
-81
-6% -$7.77K 0.01% 73
2022
Q3 		$109K Hold
1,252
– – 0.01% 69
2022
Q2 		$116K Buy
1,252
+1
+0.1% +$99 0.01% 70
2022
Q1 		$135K Buy
1,251
+593
+90% +$64K 0.01% 65
2021
Q4 		$75K Buy
658
+3
+0.5% +$342 0.01% 64
2021
Q3 		$72K Sell
655
-4
-0.6% -$440 0.01% 63
2021
Q2 		$74K Buy
659
+401
+155% +$44.7K 0.01% 62
2021
Q1 		$28K Sell
258
-85
-25% -$8.9K ﹤0.01% 70
2020
Q4 		$32K Buy
343
+1
+0.3% +$82 ﹤0.01% 65
2020
Q3 		$24K Buy
342
+1
+0.3% +$72 ﹤0.01% 72
2020
Q2 		$23K Sell
341
-32
-9% -$2.02K ﹤0.01% 77
2020
Q1 		$21K Buy
373
+35
+10% +$2.61K ﹤0.01% 90
2019
Q4 		$28K Sell
338
-10
-3% -$805 ﹤0.01% 90
2019
Q3 		$27K Sell
348
-25
-7% -$1.94K ﹤0.01% 99
2019
Q2 		$29K Buy
373
+1
+0.3% +$78 ﹤0.01% 98
2019
Q1 		$28K Buy
+372
New +$28.6K ﹤0.01% 100

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

Evensky & Katz's IJR Position: Q2 2026 in Review

Evensky & Katz reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, selling an estimated $38.7K and leaving 733 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #67.

Evensky & Katz first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $179K in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Evensky & Katz held 733 shares of iShares Core S&P Small-Cap ETF worth $109K as of Q2 2026.
  • Evensky & Katz sold 282 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Evensky & Katz's portfolio in Q2 2026, its #67 holding.
  • Evensky & Katz first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Evensky & Katz's iShares Core S&P Small-Cap ETF position peaked at $179K in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.