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

Evercore Wealth 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 Q2	$4.99M	Sell	33,677 -265	-0.8%	-$36.4K	0.07%	107
2026 Q1	$4.22M	Buy	33,942 +450	+1%	+$57.2K	0.07%	109
2025 Q4	$4.03M	Sell	33,492 -3,173	-9%	-$379K	0.06%	117
2025 Q3	$4.36M	Buy	36,665 +100	+0.3%	+$11.5K	0.06%	114
2025 Q2	$4M	Sell	36,565 -60	-0.2%	-$6.2K	0.06%	115
2025 Q1	$3.83M	Sell	36,625 -1,221	-3%	-$138K	0.06%	115
2024 Q4	$4.36M	Buy	37,846 +44	+0.1%	+$5.26K	0.07%	109
2024 Q3	$4.42M	Sell	37,802 -5,792	-13%	-$654K	0.07%	103
2024 Q2	$4.65M	Buy	43,594 +3,464	+9%	+$371K	0.07%	101
2024 Q1	$4.44M	Sell	40,130 -805	-2%	-$85.5K	0.07%	106
2023 Q4	$4.43M	Buy	40,935 +704	+2%	+$67.8K	0.07%	101
2023 Q3	$3.79M	Buy	40,231 +8,932	+29%	+$892K	0.07%	107
2023 Q2	$3.12M	Sell	31,299 -211	-0.7%	-$20.1K	0.06%	120
2023 Q1	$3.05M	Buy	31,510 +3,645	+13%	+$364K	0.06%	122
2022 Q4	$2.64M	Buy	27,865 +1,069	+4%	+$103K	0.06%	132
2022 Q3	$2.34M	Sell	26,796 -1,368	-5%	-$133K	0.05%	135
2022 Q2	$2.6M	Sell	28,164 -369	-1%	-$36.7K	0.05%	129
2022 Q1	$3.08M	Sell	28,533 -1,579	-5%	-$170K	0.05%	129
2021 Q4	$3.45M	Buy	30,112 +1,150	+4%	+$131K	0.06%	126
2021 Q3	$3.16M	Buy	28,962 +849	+3%	+$93.5K	0.06%	134
2021 Q2	$3.18M	Buy	28,113 +3,076	+12%	+$343K	0.06%	136
2021 Q1	$2.72M	Buy	25,037 +3,905	+18%	+$409K	0.05%	146
2020 Q4	$1.94M	Buy	21,132 +522	+3%	+$42.9K	0.04%	162
2020 Q3	$1.45M	Buy	20,610 +968	+5%	+$69.4K	0.04%	167
2020 Q2	$1.34M	Sell	19,642 -20,758	-51%	-$1.31M	0.04%	169
2020 Q1	$2.27M	Sell	40,400 -11,970	-23%	-$891K	0.07%	120
2019 Q4	$4.39M	Buy	52,370 +17,603	+51%	+$1.42M	0.12%	98
2019 Q3	$2.71M	Buy	34,767 +7,059	+25%	+$547K	0.08%	130
2019 Q2	$2.17M	Buy	27,708 +14,766	+114%	+$1.15M	0.07%	144
2019 Q1	$998K	Buy	12,942 +83	+0.6%	+$6.37K	0.03%	200
2018 Q4	$892K	Buy	12,859 +6,353	+98%	+$491K	0.03%	189
2018 Q3	$568K	Buy	6,506 +3,086	+90%	+$270K	0.02%	264
2018 Q2	$285K	Sell	3,420 -1,070	-24%	-$87.2K	0.01%	336
2018 Q1	$345K	Hold	4,490	–	–	0.01%	282
2017 Q4	$345K	Hold	4,490	–	–	0.01%	290
2017 Q3	$333K	Hold	4,490	–	–	0.01%	300
2017 Q2	$315K	Hold	4,490	–	–	0.01%	317
2017 Q1	$311K	Buy	4,490 +220	+5%	+$15.2K	0.01%	317
2016 Q4	$294K	Sell	4,270 -1,122	-21%	-$72.4K	0.01%	311
2016 Q3	$334K	Buy	5,392 +1,122	+26%	+$68.5K	0.01%	299
2016 Q2	$248K	Sell	4,270 -48	-1%	-$2.74K	0.01%	325
2016 Q1	$243K	Buy	4,318 +1,118	+35%	+$58.4K	0.01%	322
2015 Q4	$176K	Hold	3,200	–	–	0.01%	389
2015 Q3	$170K	Hold	3,200	–	–	0.01%	407
2015 Q2	$188K	Hold	3,200	–	–	0.01%	429
2015 Q1	$188K	Buy	+3,200	New	+$183K	0.01%	426
2014 Q4	–	Sell	-4,000	Closed	-$208K	–	918
2014 Q3	$208K	Hold	4,000	–	–	0.01%	389
2014 Q2	$224K	Hold	4,000	–	–	0.01%	372
2014 Q1	$220K	Hold	4,000	–	–	0.01%	362
2013 Q4	$218K	Hold	4,000	–	–	0.01%	358
2013 Q3	$200K	Sell	4,000 -800	-17%	-$38.6K	0.01%	398
2013 Q2	$216K	Buy	+4,800	New	+$213K	0.01%	387

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

Evercore Wealth Management's IJR Position: Q2 2026 in Review

Evercore Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.78% in Q2 2026, selling an estimated $36.4K and leaving 33,677 shares worth $4.99M. The position accounts for 0.07% of the portfolio, ranked #107.

Evercore Wealth Management first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Evercore Wealth Management held 33,677 shares of iShares Core S&P Small-Cap ETF worth $4.99M as of Q2 2026.
Evercore Wealth Management sold 265 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $36.4K.
iShares Core S&P Small-Cap ETF made up 0.07% of Evercore Wealth Management's portfolio in Q2 2026, its #107 holding.
Evercore Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.