Millstone Evans Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Millstone Evans Group’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	$58K	Sell	391 -25	-6%	-$3.43K	0.03%	318
2026 Q1	$51.7K	Hold	416	–	–	0.03%	319
2025 Q4	$50K	Buy	416 +41	+11%	+$4.9K	0.03%	326
2025 Q3	$44.6K	Hold	375	–	–	0.03%	326
2025 Q2	$41K	Sell	375 -78	-17%	-$8.06K	0.03%	336
2025 Q1	$47.4K	Buy	453 +193	+74%	+$21.8K	0.03%	301
2024 Q4	$30K	Buy	+260	New	+$31.1K	0.02%	374

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

Millstone Evans Group's IJR Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q2 2026, selling an estimated $3.43K and leaving 391 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #318.

Millstone Evans Group first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Millstone Evans Group held 391 shares of iShares Core S&P Small-Cap ETF worth $58K as of Q2 2026.
Millstone Evans Group sold 25 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.43K.
iShares Core S&P Small-Cap ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #318 holding.
Millstone Evans Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.