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

EWA LLC’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	$4.02M	Buy	27,107 +66	+0.2%	+$9.06K	0.73%	27
2026 Q1	$3.36M	Sell	27,041 -16,151	-37%	-$2.05M	0.76%	25
2025 Q4	$5.19M	Buy	43,192 +2,043	+5%	+$244K	1.27%	17
2025 Q3	$4.89M	Buy	41,149 +281	+0.7%	+$32.3K	1.35%	18
2025 Q2	$4.47M	Buy	40,868 +3,905	+11%	+$404K	1.41%	18
2025 Q1	$3.87M	Buy	36,963 +1,465	+4%	+$165K	1.44%	17
2024 Q4	$4.09M	Buy	35,498 +1,161	+3%	+$139K	1.54%	16
2024 Q3	$4.18M	Sell	34,337 -215	-0.6%	-$24.3K	1.49%	18
2024 Q2	$4.02M	Buy	34,552 +1,460	+4%	+$156K	1.66%	15
2024 Q1	$3.61M	Sell	33,092 -21,165	-39%	-$2.25M	1.62%	14
2023 Q4	$5.68M	Buy	+54,257	New	+$5.23M	2.77%	12

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

EWA LLC's IJR Position: Q2 2026 in Review

EWA LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.24% in Q2 2026, buying an estimated $9.06K and bringing the position to 27,107 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #27.

EWA LLC first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.68M in Q4 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

EWA LLC held 27,107 shares of iShares Core S&P Small-Cap ETF worth $4.02M as of Q2 2026.
EWA LLC bought 66 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.06K.
iShares Core S&P Small-Cap ETF made up 0.73% of EWA LLC's portfolio in Q2 2026, its #27 holding.
EWA LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
EWA LLC's iShares Core S&P Small-Cap ETF position peaked at $5.68M in Q4 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.