EWM
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Evermay Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evermay Wealth Management’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 		$11.3M Sell
90,726
-2,237
-2% -$284K 1.25% 16
2025
Q4 		$11.2M Sell
92,963
-1,629
-2% -$195K 1.25% 17
2025
Q3 		$11.2M Sell
94,592
-1,962
-2% -$226K 1.29% 16
2025
Q2 		$10.6M Sell
96,554
-4,677
-5% -$483K 1.3% 16
2025
Q1 		$10.6M Sell
101,231
-3,575
-3% -$403K 1.39% 15
2024
Q4 		$12.1M Sell
104,806
-874
-0.8% -$104K 1.83% 8
2024
Q3 		$12.4M Sell
105,680
-3,416
-3% -$386K 1.99% 7
2024
Q2 		$11.6M Sell
109,096
-143
-0.1% -$15.3K 1.87% 8
2024
Q1 		$12.1M Sell
109,239
-2,247
-2% -$239K 1.82% 8
2023
Q4 		$12.1M Sell
111,486
-4,127
-4% -$398K 2.23% 8
2023
Q3 		$11M Sell
115,613
-1,607
-1% -$161K 2.24% 9
2023
Q2 		$11.7M Sell
117,220
-1,119
-0.9% -$107K 2.25% 9
2023
Q1 		$11.4M Sell
118,339
-4,364
-4% -$436K 2.31% 8
2022
Q4 		$11.6M Sell
122,703
-7,760
-6% -$744K 2.36% 7
2022
Q3 		$11.4M Buy
130,463
+1,235
+1% +$120K 2.26% 9
2022
Q2 		$11.9M Buy
129,228
+3,887
+3% +$387K 2.32% 9
2022
Q1 		$13.5M Sell
125,341
-6,242
-5% -$674K 2.27% 10
2021
Q4 		$15.1M Buy
131,583
+5,230
+4% +$596K 2.69% 8
2021
Q3 		$13.8M Buy
126,353
+6,341
+5% +$698K 2.67% 9
2021
Q2 		$13.6M Buy
120,012
+2,104
+2% +$235K 2.51% 9
2021
Q1 		$12.8M Buy
117,908
+21,562
+22% +$2.26M 2.56% 9
2020
Q4 		$8.85M Buy
96,346
+7,906
+9% +$650K 1.95% 11
2020
Q3 		$6.21M Sell
88,440
-3,993
-4% -$286K 1.53% 12
2020
Q2 		$6.31M Sell
92,433
-34,372
-27% -$2.17M 1.66% 11
2020
Q1 		$7.12M Sell
126,805
-44,081
-26% -$3.28M 2.16% 9
2019
Q4 		$14.3M Buy
170,886
+6,393
+4% +$514K 3.52% 7
2019
Q3 		$12.8M Buy
164,493
+5,951
+4% +$461K 3.49% 8
2019
Q2 		$12.4M Buy
158,542
+708
+0.4% +$55K 3.45% 8
2019
Q1 		$12.2M Buy
157,834
+2,175
+1% +$167K 3.44% 8
2018
Q4 		$10.8M Buy
155,659
+6,215
+4% +$480K 3.49% 7
2018
Q3 		$13M Buy
149,444
+7,748
+5% +$679K 4.07% 5
2018
Q2 		$11.8M Buy
141,696
+3,383
+2% +$276K 3.94% 6
2018
Q1 		$10.7M Buy
138,313
+30,167
+28% +$2.35M 3.67% 7
2017
Q4 		$8.31M Buy
108,146
+7,243
+7% +$546K 3.04% 7
2017
Q3 		$7.49M Buy
100,903
+1,546
+2% +$108K 3.25% 7
2017
Q2 		$6.97M Sell
99,357
-124
-0.1% -$8.59K 3.09% 6
2017
Q1 		$6.88M Sell
99,481
-7,173
-7% -$495K 3.08% 7
2016
Q4 		$7.33M Sell
106,654
-4,842
-4% -$312K 3.59% 7
2016
Q3 		$6.92M Sell
111,496
-996
-0.9% -$60.8K 3.48% 7
2016
Q2 		$6.54M Buy
112,492
+2,802
+3% +$160K 3.41% 6
2016
Q1 		$6.17M Sell
109,690
-4,180
-4% -$218K 3.46% 6
2015
Q4 		$6.27M Buy
113,870
+604
+0.5% +$34K 3.69% 6
2015
Q3 		$6.04M Buy
113,266
+4,276
+4% +$243K 3.62% 7
2015
Q2 		$6.42M Buy
108,990
+974
+0.9% +$57.6K 3.82% 6
2015
Q1 		$6.38M Buy
108,016
+3,832
+4% +$220K 3.77% 6
2014
Q4 		$5.94M Buy
104,184
+9,502
+10% +$519K 3.86% 6
2014
Q3 		$4.94M Buy
94,682
+6,222
+7% +$339K 4.24% 4
2014
Q2 		$4.96M Buy
88,460
+69,688
+371% +$3.77M 4.29% 4
2014
Q1 		$1.03M Buy
18,772
+3,310
+21% +$179K 1.1% 10
2013
Q4 		$844K Buy
+15,462
New +$808K 1.17% 14

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's IJR Position: Q1 2026 in Review

Evermay Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q1 2026, selling an estimated $284K and leaving 90,726 shares worth $11.3M. The position accounts for 1.25% of the portfolio, ranked #16.

Evermay Wealth Management first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $15.1M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Evermay Wealth Management held 90,726 shares of iShares Core S&P Small-Cap ETF worth $11.3M as of Q1 2026.
  • Evermay Wealth Management sold 2,237 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $284K.
  • iShares Core S&P Small-Cap ETF made up 1.25% of Evermay Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Evermay Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Evermay Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $15.1M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.