Everhart Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Everhart Financial Group’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	$533K	Buy	3,593 +89	+3%	+$12.2K	0.03%	269
2026 Q1	$436K	Buy	3,504 +1,311	+60%	+$167K	0.04%	297
2025 Q4	$264K	Buy	2,193 +17	+0.8%	+$2.03K	0.02%	354
2025 Q3	$259K	Sell	2,176 -11	-0.5%	-$1.26K	0.03%	335
2025 Q2	$239K	Buy	2,187 +34	+2%	+$3.52K	0.03%	310
2025 Q1	$225K	Buy	2,153 +59	+3%	+$6.66K	0.03%	309
2024 Q4	$241K	Sell	2,094 -9	-0.4%	-$1.07K	0.05%	282
2024 Q3	$246K	Buy	+2,103	New	+$238K	0.05%	289
2022 Q2	–	Sell	-1,945	Closed	-$210K	–	191
2022 Q1	$210K	Sell	1,945 -15	-0.8%	-$1.62K	0.12%	125
2021 Q4	$224K	Sell	1,960 -548	-22%	-$62.5K	0.14%	105
2021 Q3	$274K	Buy	+2,508	New	+$276K	0.19%	88

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 22.96% 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

Everhart Financial Group's IJR Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,593 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #269.

Everhart Financial Group first reported a position in IJR in Q3 2021 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Everhart Financial Group held 3,593 shares of iShares Core S&P Small-Cap ETF worth $533K as of Q2 2026.
Everhart Financial Group bought 89 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.2K.
iShares Core S&P Small-Cap ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #269 holding.
Everhart Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.