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

Evernest Financial Advisors’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	$6.59M	Sell	48,256 -15,869	-25%	-$2.02M	1.37%	18
2025 Q4	$8.46M	Sell	64,125 -1,432	-2%	-$171K	1.77%	16
2025 Q3	$7.79M	Sell	65,557 -751	-1%	-$86.4K	2.18%	13
2025 Q2	$7.25M	Sell	66,308 -30,219	-31%	-$3.12M	2.35%	10
2025 Q1	$10.1M	Sell	96,527 -3,764	-4%	-$425K	3.62%	6
2024 Q4	$11.6M	Buy	100,291 +3,806	+4%	+$455K	3%	10
2024 Q3	$11.3M	Buy	96,485 +4,620	+5%	+$522K	3.04%	11
2024 Q2	$9.8M	Buy	91,865 +5,630	+7%	+$602K	4.39%	7
2024 Q1	$8.9M	Buy	86,235 +29,113	+51%	+$3.09M	4.21%	8
2023 Q4	$6.18M	Buy	+57,122	New	+$5.51M	3.14%	8
2021 Q4	$7.95M	Buy	+75,046	New	+$8.55M	4.12%	8

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

Evernest Financial Advisors's IJR Position: Q1 2026 in Review

Evernest Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q1 2026, selling an estimated $2.02M and leaving 48,256 shares worth $6.59M. The position accounts for 1.37% of the portfolio, ranked #18.

Evernest Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Evernest Financial Advisors held 48,256 shares of iShares Core S&P Small-Cap ETF worth $6.59M as of Q1 2026.
Evernest Financial Advisors sold 15,869 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.02M.
iShares Core S&P Small-Cap ETF made up 1.37% of Evernest Financial Advisors's portfolio in Q1 2026, its #18 holding.
Evernest Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $11.6M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.