EW
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Evoke Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evoke Wealth’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 		$2.28M Sell
18,349
-328
-2% -$41.7K 0.04% 167
2025
Q4 		$2.24M Buy
18,677
+96
+0.5% +$11.5K 0.04% 172
2025
Q3 		$2.21M Buy
18,581
+6,701
+56% +$771K 0.04% 156
2025
Q2 		$1.3M Buy
11,880
+3,097
+35% +$320K 0.03% 203
2025
Q1 		$918K Hold
8,783
– – 0.02% 205
2024
Q4 		$1.01M Hold
8,783
– – 0.03% 188
2024
Q3 		$1.03M Buy
+8,783
New +$992K 0.03% 183
2024
Q2 		– Sell
-8,237
Closed -$910K – 231
2024
Q1 		$910K Buy
+8,237
New +$875K 0.03% 184
2023
Q4 		– Sell
-7,748
Closed -$734K – 209
2023
Q3 		$734K Buy
7,748
+1,408
+22% +$141K 0.03% 201
2023
Q2 		$632K Hold
6,340
– – 0.02% 200
2023
Q1 		$613K Sell
6,340
-129
-2% -$12.9K 0.02% 196
2022
Q4 		$612K Sell
6,469
-210
-3% -$20.1K 0.02% 201
2022
Q3 		$582K Buy
6,679
+401
+6% +$39K 0.02% 201
2022
Q2 		$580K Buy
6,278
+201
+3% +$20K 0.02% 204
2022
Q1 		$656K Sell
6,077
-63
-1% -$6.8K 0.02% 206
2021
Q4 		$703K Buy
6,140
+903
+17% +$103K 0.02% 213
2021
Q3 		$571K Hold
5,237
– – 0.02% 219
2021
Q2 		$592K Buy
5,237
+874
+20% +$97.5K 0.02% 226
2021
Q1 		$474K Buy
4,363
+3,706
+564% +$388K 0.02% 222
2020
Q4 		$60K Buy
657
+638
+3,358% +$52.4K ﹤0.01% 355
2020
Q3 		$1K Hold
19
– – ﹤0.01% 938
2020
Q2 		$1K Hold
19
– – ﹤0.01% 980
2020
Q1 		$1.07K Buy
+19
New +$1.42K ﹤0.01% 923
2019
Q4 		– Sell
-75
Closed -$5.89K – 1331
2019
Q3 		$5.89K Buy
+75
New +$5.81K ﹤0.01% 962

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

Evoke Wealth's IJR Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q1 2026, selling an estimated $41.7K and leaving 18,349 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #167.

Evoke Wealth first reported a position in IJR in Q3 2019 and has held it in 24 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Evoke Wealth held 18,349 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q1 2026.
  • Evoke Wealth sold 328 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $41.7K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Evoke Wealth's portfolio in Q1 2026, its #167 holding.
  • Evoke Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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