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

Evolution 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	$1.11M	Sell	7,502 -192	-2%	-$26.3K	0.13%	79
2026 Q1	$956K	Sell	7,694 -646	-8%	-$82.1K	0.1%	79
2025 Q4	$1M	Buy	8,340 +21	+0.3%	+$2.51K	0.1%	77
2025 Q3	$989K	Sell	8,319 -305	-4%	-$35.1K	0.13%	78
2025 Q2	$943K	Hold	8,624	–	–	0.14%	76
2025 Q1	$902K	Buy	8,624 +984	+13%	+$111K	0.15%	66
2024 Q4	$880K	Hold	7,640	–	–	0.15%	65
2024 Q3	$894K	Hold	7,640	–	–	0.16%	62
2024 Q2	$815K	Hold	7,640	–	–	0.16%	65
2024 Q1	$844K	Sell	7,640 -540	-7%	-$57.3K	0.16%	63
2023 Q4	$885K	Sell	8,180 -2,630	-24%	-$253K	0.18%	59
2023 Q3	$1.02M	Hold	10,810	–	–	0.23%	52
2023 Q2	$1.08M	Hold	10,810	–	–	0.24%	48
2023 Q1	$1.05M	Hold	10,810	–	–	0.25%	48
2022 Q4	$1.02M	Hold	10,810	–	–	0.26%	48
2022 Q3	$943K	Sell	10,810 -640	-6%	-$62.2K	0.26%	50
2022 Q2	$1.06M	Buy	11,450 +640	+6%	+$63.6K	0.27%	54
2022 Q1	$1.17M	Sell	10,810 -590	-5%	-$63.7K	0.24%	49
2021 Q4	$1.3M	Buy	11,400 +8,410	+281%	+$958K	0.2%	44
2021 Q3	$326K	Buy	2,990 +360	+14%	+$39.6K	0.07%	76
2021 Q2	$297K	Hold	2,630	–	–	0.06%	87
2021 Q1	$285K	Hold	2,630	–	–	0.06%	88
2020 Q4	$242K	Hold	2,630	–	–	0.05%	96
2020 Q3	$185K	Buy	+2,630	New	+$188K	0.05%	101
2020 Q1	–	Sell	-2,947	Closed	-$247K	–	475
2019 Q4	$247K	Buy	+2,947	New	+$237K	0.06%	69

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 Wealth Advisors's IJR Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $26.3K and leaving 7,502 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #79.

Evolution Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.3M in Q4 2021. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Evolution Wealth Advisors held 7,502 shares of iShares Core S&P Small-Cap ETF worth $1.11M as of Q2 2026.
Evolution Wealth Advisors sold 192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.3K.
iShares Core S&P Small-Cap ETF made up 0.13% of Evolution Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Evolution Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Evolution Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.3M in Q4 2021.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.