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Evergreen Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evergreen Advisors’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 		$22.7M Buy
182,591
+5,054
+3% +$642K 5.33% 7
2025
Q4 		$21.3M Buy
+177,537
New +$21.2M 5.2% 7
2025
Q2 		$18.5M Sell
169,036
-1,146
-0.7% -$118K 4.89% 7
2025
Q1 		$17.8M Sell
170,182
-1,782
-1% -$201K 4.94% 7
2024
Q4 		$19.8M Buy
171,964
+1,331
+0.8% +$159K 5.42% 7
2024
Q3 		$20M Buy
170,633
+3,756
+2% +$424K 5.51% 7
2024
Q2 		$17.8M Buy
166,877
+5,342
+3% +$572K 5.33% 7
2024
Q1 		$17.9M Buy
161,535
+788
+0.5% +$83.7K 5.45% 7
2023
Q4 		$17.4M Buy
160,747
+3,388
+2% +$327K 5.65% 7
2023
Q3 		$14.8M Buy
157,359
+4,588
+3% +$458K 5.35% 7
2023
Q2 		$15.2M Buy
152,771
+3,073
+2% +$293K 5.38% 7
2023
Q1 		$14.5M Buy
149,698
+3,543
+2% +$354K 5.37% 7
2022
Q4 		$13.8M Buy
146,155
+980
+0.7% +$94K 5.49% 7
2022
Q3 		$12.7M Buy
145,175
+4,151
+3% +$403K 5.33% 5
2022
Q2 		$13M Buy
141,024
+800
+0.6% +$79.6K 5.25% 5
2022
Q1 		$15.1M Buy
140,224
+5,514
+4% +$595K 5.31% 5
2021
Q4 		$15.4M Buy
134,710
+1,361
+1% +$155K 5.26% 5
2021
Q3 		$14.6M Buy
133,349
+5,460
+4% +$601K 5.18% 5
2021
Q2 		$13.9M Hold
127,889
– – 6.02% 4
2021
Q1 		$13.9M Buy
127,889
+4,601
+4% +$482K 5.32% 5
2020
Q4 		$11.3M Buy
+123,288
New +$10.1M 4.66% 5
2020
Q1 		– Sell
-3,212
Closed -$269K – 14
2019
Q4 		$269K Sell
3,212
-2,131
-40% -$171K 0.15% 15
2019
Q3 		$416K Buy
5,343
+30
+0.6% +$2.32K 0.25% 14
2019
Q2 		$416K Buy
5,313
+17
+0.3% +$1.32K 0.26% 13
2019
Q1 		$409K Sell
5,296
-11
-0.2% -$845 0.34% 11
2018
Q4 		$368K Buy
+5,307
New +$410K 0.37% 11

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Advisors's IJR Position: Q1 2026 in Review

Evergreen Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q1 2026, buying an estimated $642K and bringing the position to 182,591 shares worth $22.7M. The position accounts for 5.33% of the portfolio, ranked #7.

Evergreen Advisors first reported a position in IJR in Q4 2018 and has held it in 26 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Evergreen Advisors held 182,591 shares of iShares Core S&P Small-Cap ETF worth $22.7M as of Q1 2026.
  • Evergreen Advisors bought 5,054 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $642K.
  • iShares Core S&P Small-Cap ETF made up 5.33% of Evergreen Advisors's portfolio in Q1 2026, its #7 holding.
  • Evergreen Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.