EWA
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EverSource Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

EverSource Wealth 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
Q2 		$3.11M Buy
20,962
+10,691
+104% +$1.47M 0.1% 166
2026
Q1 		$1.28M Sell
10,271
-1,761
-15% -$224K 0.04% 326
2025
Q4 		$1.45M Buy
12,032
+328
+3% +$39.2K 0.05% 260
2025
Q3 		$1.39M Buy
11,704
+4,642
+66% +$534K 0.06% 234
2025
Q2 		$772K Sell
7,062
-2,402
-25% -$248K 0.03% 339
2025
Q1 		$990K Sell
9,464
-4,361
-32% -$492K 0.05% 248
2024
Q4 		$1.59M Buy
13,825
+2,508
+22% +$300K 0.09% 177
2024
Q3 		$1.32M Buy
11,317
+1,179
+12% +$133K 0.08% 182
2024
Q2 		$1.2M Buy
10,138
+839
+9% +$89.8K 0.08% 193
2024
Q1 		$971K Buy
9,299
+200
+2% +$21.2K 0.08% 187
2023
Q4 		$985K Buy
9,099
+877
+11% +$84.5K 0.09% 165
2023
Q3 		$776K Buy
8,222
+341
+4% +$34.1K 0.08% 176
2023
Q2 		$785K Buy
7,881
+4
+0.1% +$381 0.09% 183
2023
Q1 		$762K Sell
7,877
-1,050
-12% -$105K 0.09% 164
2022
Q4 		$845K Buy
8,927
+677
+8% +$64.9K 0.13% 134
2022
Q3 		$719K Buy
8,250
+2,089
+34% +$203K 0.16% 119
2022
Q2 		$569K Sell
6,161
-1,410
-19% -$140K 0.15% 129
2022
Q1 		$817K Buy
7,571
+1,258
+20% +$136K 0.21% 92
2021
Q4 		$724K Buy
+6,313
New +$719K 0.2% 82

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EverSource Wealth Advisors's IJR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 104% in Q2 2026, buying an estimated $1.47M and bringing the position to 20,962 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #166.

EverSource Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • EverSource Wealth Advisors held 20,962 shares of iShares Core S&P Small-Cap ETF worth $3.11M as of Q2 2026.
  • EverSource Wealth Advisors bought 10,691 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.47M.
  • iShares Core S&P Small-Cap ETF made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.