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

Evergreen Wealth Solutions’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	$41.7M	Buy	278,262 +37,214	+15%	+$5.11M	2.18%	11
2026 Q1	$30M	Buy	+241,048	New	+$30.6M	2.12%	11
2022 Q4	–	Sell	-9,268	Closed	-$808K	–	98
2022 Q3	$808K	Buy	9,268 +2,260	+32%	+$220K	1.15%	31
2022 Q2	$648K	Buy	+7,008	New	+$697K	0.8%	41
2022 Q1	–	Sell	-1,804	Closed	-$207K	–	96
2021 Q4	$207K	Buy	+1,804	New	+$206K	0.19%	90

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 22.9% 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 Wealth Solutions's IJR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $5.11M and bringing the position to 278,262 shares worth $41.7M. The position accounts for 2.18% of the portfolio, ranked #11.

Evergreen Wealth Solutions first reported a position in IJR in Q4 2021 and has held it in 5 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Evergreen Wealth Solutions held 278,262 shares of iShares Core S&P Small-Cap ETF worth $41.7M as of Q2 2026.
Evergreen Wealth Solutions bought 37,214 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.11M.
iShares Core S&P Small-Cap ETF made up 2.18% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #11 holding.
Evergreen Wealth Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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