Evergreen Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7M | Buy |
166,353
+1,083
| +0.7% | +$149K | 0.43% | 49 |
|
|
2026
Q1 | $20.5M | Sell |
165,270
-5,191
| -3% | -$659K | 0.45% | 47 |
|
|
2025
Q4 | $20.5M | Sell |
170,461
-262
| -0.2% | -$31.3K | 0.46% | 46 |
|
|
2025
Q3 | $20.3M | Buy |
170,723
+985
| +0.6% | +$113K | 0.48% | 47 |
|
|
2025
Q2 | $18.6M | Buy |
169,738
+56,989
| +51% | +$5.89M | 0.56% | 38 |
|
|
2025
Q1 | $11.8M | Buy |
112,749
+5,394
| +5% | +$609K | 0.4% | 66 |
|
|
2024
Q4 | $12.4M | Buy |
107,355
+980
| +0.9% | +$117K | 0.4% | 65 |
|
|
2024
Q3 | $12.4M | Sell |
106,375
-2,580
| -2% | -$291K | 0.42% | 58 |
|
|
2024
Q2 | $11.6M | Sell |
108,955
-54
| -0% | -$5.78K | 0.42% | 63 |
|
|
2024
Q1 | $12M | Buy |
109,009
+4,410
| +4% | +$468K | 0.46% | 58 |
|
|
2023
Q4 | $11.3M | Buy |
104,599
+29,037
| +38% | +$2.8M | 0.46% | 58 |
|
|
2023
Q3 | $7.16M | Sell |
75,562
-482
| -0.6% | -$48.1K | 0.31% | 94 |
|
|
2023
Q2 | $7.58M | Buy |
76,044
+4,188
| +6% | +$399K | 0.32% | 96 |
|
|
2023
Q1 | $6.95M | Buy |
71,856
+125
| +0.2% | +$12.5K | 0.31% | 94 |
|
|
2022
Q4 | $6.79M | Sell |
71,731
-5,116
| -7% | -$491K | 0.32% | 91 |
|
|
2022
Q3 | $6.7M | Buy |
76,847
+2,467
| +3% | +$240K | 0.35% | 84 |
|
|
2022
Q2 | $6.87M | Sell |
74,380
-11,498
| -13% | -$1.14M | 0.36% | 83 |
|
|
2022
Q1 | $9.27M | Buy |
85,878
+1,873
| +2% | +$202K | 0.38% | 78 |
|
|
2021
Q4 | $9.62M | Buy |
84,005
+6,269
| +8% | +$714K | 0.39% | 72 |
|
|
2021
Q3 | $8.49M | Buy |
77,736
+5,461
| +8% | +$601K | 0.38% | 69 |
|
|
2021
Q2 | $8.17M | Buy |
72,275
+285
| +0.4% | +$31.8K | 0.39% | 69 |
|
|
2021
Q1 | $7.81M | Sell |
71,990
-4,791
| -6% | -$501K | 0.4% | 68 |
|
|
2020
Q4 | $7.06M | Buy |
76,781
+1,768
| +2% | +$145K | 0.41% | 65 |
|
|
2020
Q3 | $5.27M | Buy |
75,013
+26,775
| +56% | +$1.92M | 0.36% | 77 |
|
|
2020
Q2 | $3.29M | Buy |
48,238
+32,402
| +205% | +$2.05M | 0.25% | 92 |
|
|
2020
Q1 | $889K | Buy |
15,836
+5,050
| +47% | +$376K | 0.08% | 178 |
|
|
2019
Q4 | $904K | Buy |
10,786
+1
| +0% | +$80 | 0.08% | 182 |
|
|
2019
Q3 | $840K | Sell |
10,785
-3,738
| -26% | -$289K | 0.08% | 174 |
|
|
2019
Q2 | $1.14M | Buy |
14,523
+738
| +5% | +$57.3K | 0.11% | 150 |
|
|
2019
Q1 | $1.06M | Hold |
13,785
| – | – | 0.11% | 150 |
|
|
2018
Q4 | $956K | Buy |
13,785
+369
| +3% | +$28.5K | 0.1% | 154 |
|
|
2018
Q3 | $1.17M | Buy |
13,416
+200
| +2% | +$17.5K | 0.1% | 146 |
|
|
2018
Q2 | $1.1M | Sell |
13,216
-520
| -4% | -$42.4K | 0.1% | 143 |
|
|
2018
Q1 | $1.06M | Hold |
13,736
| – | – | 0.1% | 139 |
|
|
2017
Q4 | $1.05M | Hold |
13,736
| – | – | 0.11% | 131 |
|
|
2017
Q3 | $1.02M | Buy |
+13,736
| New | +$963K | 0.12% | 117 |
|
Other funds holding IJR
Evergreen Capital Management's IJR Position: Q2 2026 in Review
Evergreen Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.66% in Q2 2026, buying an estimated $149K and bringing the position to 166,353 shares worth $24.7M. The position accounts for 0.43% of the portfolio, ranked #49.
Evergreen Capital Management first reported a position in IJR in Q3 2017 and has held it in 36 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Evergreen Capital Management held 166,353 shares of iShares Core S&P Small-Cap ETF worth $24.7M as of Q2 2026.
- Evergreen Capital Management bought 1,083 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $149K.
- iShares Core S&P Small-Cap ETF made up 0.43% of Evergreen Capital Management's portfolio in Q2 2026, its #49 holding.
- Evergreen Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.