Bigelow Investment Advisors’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 | $4.91M | Sell |
39,480
-1,526
| -4% | -$194K | 1.96% | 9 |
|
|
2025
Q4 | $4.93M | Sell |
41,006
-2,544
| -6% | -$304K | 1.92% | 11 |
|
|
2025
Q3 | $5.18M | Sell |
43,550
-13,741
| -24% | -$1.58M | 2.09% | 10 |
|
|
2025
Q2 | $6.26M | Buy |
57,291
+3,173
| +6% | +$328K | 2.76% | 5 |
|
|
2025
Q1 | $5.66M | Buy |
54,118
+2,350
| +5% | +$265K | 2.69% | 7 |
|
|
2024
Q4 | $5.96M | Buy |
51,768
+785
| +2% | +$93.8K | 2.8% | 7 |
|
|
2024
Q3 | $5.96M | Buy |
50,983
+2,439
| +5% | +$276K | 2.66% | 6 |
|
|
2024
Q2 | $5.18M | Buy |
48,544
+2,836
| +6% | +$303K | 2.47% | 7 |
|
|
2024
Q1 | $5.05M | Buy |
45,708
+8,616
| +23% | +$915K | 2.48% | 6 |
|
|
2023
Q4 | $4.02M | Buy |
37,092
+2,075
| +6% | +$200K | 2.17% | 8 |
|
|
2023
Q3 | $3.3M | Buy |
35,017
+1,733
| +5% | +$173K | 1.9% | 8 |
|
|
2023
Q2 | $3.32M | Buy |
33,284
+2,552
| +8% | +$243K | 1.81% | 8 |
|
|
2023
Q1 | $2.97M | Buy |
30,732
+2,818
| +10% | +$282K | 1.71% | 11 |
|
|
2022
Q4 | $2.64M | Buy |
27,914
+5,845
| +26% | +$561K | 1.53% | 14 |
|
|
2022
Q3 | $1.92M | Buy |
22,069
+3,181
| +17% | +$309K | 1.15% | 21 |
|
|
2022
Q2 | $1.75M | Buy |
18,888
+2,288
| +14% | +$228K | 0.96% | 25 |
|
|
2022
Q1 | $1.79M | Buy |
16,600
+2,001
| +14% | +$216K | 0.84% | 34 |
|
|
2021
Q4 | $1.67M | Buy |
14,599
+780
| +6% | +$88.9K | 0.76% | 37 |
|
|
2021
Q3 | $1.51M | Sell |
13,819
-1,236
| -8% | -$136K | 0.74% | 35 |
|
|
2021
Q2 | $1.7M | Hold |
15,055
| – | – | 0.83% | 31 |
|
|
2021
Q1 | $1.63M | Sell |
15,055
-317
| -2% | -$33.2K | 0.83% | 29 |
|
|
2020
Q4 | $1.41M | Sell |
15,372
-2,290
| -13% | -$188K | 0.75% | 34 |
|
|
2020
Q3 | $1.24M | Sell |
17,662
-215
| -1% | -$15.4K | 0.73% | 38 |
|
|
2020
Q2 | $1.22M | Sell |
17,877
-1,324
| -7% | -$83.6K | 0.79% | 35 |
|
|
2020
Q1 | $1.08M | Buy |
19,201
+357
| +2% | +$26.6K | 0.81% | 31 |
|
|
2019
Q4 | $1.58M | Buy |
18,844
+79
| +0.4% | +$6.36K | 0.93% | 25 |
|
|
2019
Q3 | $1.46M | Buy |
18,765
+614
| +3% | +$47.5K | 0.93% | 26 |
|
|
2019
Q2 | $1.42M | Buy |
18,151
+2,800
| +18% | +$217K | 0.95% | 23 |
|
|
2019
Q1 | $1.18M | Buy |
15,351
+2,033
| +15% | +$156K | 0.82% | 33 |
|
|
2018
Q4 | $923K | Buy |
13,318
+1,985
| +18% | +$153K | 0.69% | 38 |
|
|
2018
Q3 | $989K | Buy |
11,333
+70
| +0.6% | +$6.13K | 0.66% | 41 |
|
|
2018
Q2 | $940K | Buy |
11,263
+2,359
| +26% | +$192K | 0.64% | 46 |
|
|
2018
Q1 | $686K | Buy |
8,904
+100
| +1% | +$7.78K | 0.47% | 63 |
|
|
2017
Q4 | $676K | Buy |
+8,804
| New | +$664K | 0.67% | 40 |
|
Other funds holding IJR
Bigelow Investment Advisors's IJR Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q1 2026, selling an estimated $194K and leaving 39,480 shares worth $4.91M. The position accounts for 1.96% of the portfolio, ranked #9.
Bigelow Investment Advisors first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.26M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Bigelow Investment Advisors held 39,480 shares of iShares Core S&P Small-Cap ETF worth $4.91M as of Q1 2026.
- Bigelow Investment Advisors sold 1,526 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $194K.
- iShares Core S&P Small-Cap ETF made up 1.96% of Bigelow Investment Advisors's portfolio in Q1 2026, its #9 holding.
- Bigelow Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.26M in Q2 2025.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.