Evolution Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Evolution Advisers’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	$70K	Buy	474 +10	+2%	+$1.37K	0.03%	94
2026 Q1	$57K	Buy	464 +20	+5%	+$2.54K	0.02%	88
2025 Q4	$53K	Hold	444	–	–	0.02%	88
2025 Q3	$52K	Hold	444	–	–	0.02%	88
2025 Q2	$48K	Hold	444	–	–	0.02%	92
2025 Q1	$46K	Hold	444	–	–	0.02%	92
2024 Q4	$51K	Hold	444	–	–	0.03%	90
2024 Q3	$51K	Hold	444	–	–	0.03%	88
2024 Q2	$47K	Hold	444	–	–	0.03%	90
2024 Q1	$50K	Hold	444	–	–	0.03%	89
2023 Q4	$48K	Buy	444 +417	+1,544%	+$40.2K	0.03%	87
2023 Q3	$2K	Hold	27	–	–	﹤0.01%	123
2023 Q2	$2K	Hold	27	–	–	﹤0.01%	131
2023 Q1	$2K	Hold	27	–	–	﹤0.01%	127
2022 Q4	$2K	Hold	27	–	–	﹤0.01%	134
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	126
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	126
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	123
2021 Q4	$3K	Buy	+27	New	+$3.08K	﹤0.01%	107

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

Evolution Advisers's IJR Position: Q2 2026 in Review

Evolution Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, buying an estimated $1.37K and bringing the position to 474 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #94.

Evolution Advisers first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Evolution Advisers held 474 shares of iShares Core S&P Small-Cap ETF worth $70K as of Q2 2026.
Evolution Advisers bought 10 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.37K.
iShares Core S&P Small-Cap ETF made up 0.03% of Evolution Advisers's portfolio in Q2 2026, its #94 holding.
Evolution Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.