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

Evergreen Capital Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.6M	Buy	169,738 +56,989	+51%	+$6.23M	0.56%	38
2025 Q1	$11.8M	Buy	112,749 +5,394	+5%	+$564K	0.4%	66
2024 Q4	$12.4M	Buy	107,355 +980	+0.9%	+$113K	0.4%	65
2024 Q3	$12.4M	Sell	106,375 -2,580	-2%	-$302K	0.42%	58
2024 Q2	$11.6M	Sell	108,955 -54	-0%	-$5.76K	0.42%	63
2024 Q1	$12M	Buy	109,009 +4,410	+4%	+$487K	0.46%	58
2023 Q4	$11.3M	Buy	104,599 +29,037	+38%	+$3.14M	0.46%	58
2023 Q3	$7.16M	Sell	75,562 -482	-0.6%	-$45.7K	0.31%	94
2023 Q2	$7.58M	Buy	76,044 +4,188	+6%	+$417K	0.32%	96
2023 Q1	$6.95M	Buy	71,856 +125	+0.2%	+$12.1K	0.31%	94
2022 Q4	$6.79M	Sell	71,731 -5,116	-7%	-$484K	0.32%	91
2022 Q3	$6.7M	Buy	76,847 +2,467	+3%	+$215K	0.35%	84
2022 Q2	$6.87M	Sell	74,380 -11,498	-13%	-$1.06M	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%	+$718K	0.39%	72
2021 Q3	$8.49M	Buy	77,736 +5,461	+8%	+$596K	0.38%	69
2021 Q2	$8.17M	Buy	72,275 +285	+0.4%	+$32.2K	0.39%	69
2021 Q1	$7.81M	Sell	71,990 -4,791	-6%	-$520K	0.4%	68
2020 Q4	$7.06M	Buy	76,781 +1,768	+2%	+$162K	0.41%	65
2020 Q3	$5.27M	Buy	75,013 +26,775	+56%	+$1.88M	0.36%	77
2020 Q2	$3.29M	Buy	48,238 +32,402	+205%	+$2.21M	0.25%	92
2020 Q1	$889K	Buy	15,836 +5,050	+47%	+$283K	0.08%	178
2019 Q4	$904K	Buy	10,786 +1	+0%	+$84	0.08%	182
2019 Q3	$840K	Sell	10,785 -3,738	-26%	-$291K	0.08%	174
2019 Q2	$1.14M	Buy	14,523 +738	+5%	+$57.8K	0.11%	150
2019 Q1	$1.06M	Hold	13,785	–	–	0.11%	150
2018 Q4	$956K	Buy	13,785 +369	+3%	+$25.6K	0.1%	154
2018 Q3	$1.17M	Buy	13,416 +200	+2%	+$17.4K	0.1%	146
2018 Q2	$1.1M	Sell	13,216 -520	-4%	-$43.4K	0.1%	143
2018 Q1	$1.06M	Hold	13,736	–	–	0.1%	139
2017 Q4	$1.06M	Hold	13,736	–	–	0.11%	131
2017 Q3	$1.02M	Buy	+13,736	New	+$1.02M	0.12%	117