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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Wealth Solutions's IJR Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 241,048 shares worth $30M. The stake represents 2.12% of the portfolio and ranks #11 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in IJR as recently as Q3 2022.

Evergreen Wealth Solutions first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Evergreen Wealth Solutions held 241,048 shares of iShares Core S&P Small-Cap ETF worth $30M as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Evergreen Wealth Solutions position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 2.12% of Evergreen Wealth Solutions's portfolio in Q1 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 4 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.