Becker Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.5M	Sell	365,673 -59,726	-14%	-$7.59M	1.34%	23
2025 Q4	$51.1M	Sell	425,399 -1,858	-0.4%	-$222K	1.46%	21
2025 Q3	$50.8M	Buy	427,257 +12,672	+3%	+$1.46M	1.48%	18
2025 Q2	$45.3M	Sell	414,585 -154,449	-27%	-$16M	1.41%	19
2025 Q1	$59.5M	Buy	569,034 +240	+0%	+$27.1K	1.96%	7
2024 Q4	$65.5M	Buy	568,794 +23,123	+4%	+$2.76M	2.14%	7
2024 Q3	$63.8M	Buy	545,671 +7,520	+1%	+$850K	2.07%	6
2024 Q2	$57.4M	Sell	538,151 -1,559	-0.3%	-$167K	1.97%	7
2024 Q1	$59.6M	Buy	539,710 +18,186	+3%	+$1.93M	2.05%	6
2023 Q4	$56.5M	Buy	521,524 +50,976	+11%	+$4.91M	2.04%	7
2023 Q3	$44.6M	Buy	470,548 +11,985	+3%	+$1.2M	1.77%	8
2023 Q2	$45.7M	Sell	458,563 -35,552	-7%	-$3.39M	1.73%	7
2023 Q1	$47.8M	Buy	+494,115	New	+$49.4M	1.89%	6