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

Evergreen Private Wealth’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
2025 Q4	–	Sell	-239	Closed	-$28.4K	–	146
2025 Q3	$28.4K	Hold	239	–	–	0.01%	127
2025 Q2	$26.1K	Hold	239	–	–	0.01%	134
2025 Q1	$25K	Hold	239	–	–	0.01%	132
2024 Q4	$27.5K	Hold	239	–	–	0.01%	132
2024 Q3	$28K	Hold	239	–	–	0.01%	133
2024 Q2	$25.5K	Hold	239	–	–	0.01%	135
2024 Q1	$26.4K	Hold	239	–	–	0.01%	139
2023 Q4	$25.9K	Buy	+239	New	+$23K	0.01%	134

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Evergreen Private Wealth's IJR Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 239 shares — an estimated $28.4K sold.

Evergreen Private Wealth first reported a position in IJR in Q4 2023 and held it in 8 quarters. The position peaked at $28.4K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 239 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $28.4K.
Evergreen Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $28.4K in Q3 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.