Boltwood 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
Q2 | $8.4M | Sell |
56,611
-351
| -0.6% | -$48.2K | 1.92% | 12 |
|
|
2026
Q1 | $7.08M | Buy |
56,962
+341
| +0.6% | +$43.3K | 1.81% | 15 |
|
|
2025
Q4 | $6.8M | Buy |
56,621
+505
| +0.9% | +$60.4K | 1.77% | 15 |
|
|
2025
Q3 | $6.67M | Sell |
56,116
-295
| -0.5% | -$33.9K | 1.78% | 15 |
|
|
2025
Q2 | $6.17M | Sell |
56,411
-215
| -0.4% | -$22.2K | 1.75% | 16 |
|
|
2025
Q1 | $5.92M | Buy |
56,626
+580
| +1% | +$65.4K | 1.8% | 13 |
|
|
2024
Q4 | $6.46M | Sell |
56,046
-395
| -0.7% | -$47.2K | 1.97% | 11 |
|
|
2024
Q3 | $6.6M | Sell |
56,441
-655
| -1% | -$74K | 1.96% | 13 |
|
|
2024
Q2 | $6.09M | Sell |
57,096
-880
| -2% | -$94.2K | 1.9% | 13 |
|
|
2024
Q1 | $6.41M | Buy |
57,976
+165
| +0.3% | +$17.5K | 1.99% | 12 |
|
|
2023
Q4 | $6.26M | Buy |
57,811
+215
| +0.4% | +$20.7K | 2.07% | 12 |
|
|
2023
Q3 | $5.43M | Buy |
57,596
+580
| +1% | +$57.9K | 2.01% | 11 |
|
|
2023
Q2 | $5.68M | Sell |
57,016
-2,177
| -4% | -$207K | 2.05% | 10 |
|
|
2023
Q1 | $5.72M | Buy |
59,193
+252
| +0.4% | +$25.2K | 2.14% | 9 |
|
|
2022
Q4 | $5.58M | Buy |
58,941
+859
| +1% | +$82.4K | 2.26% | 7 |
|
|
2022
Q3 | $5.06M | Buy |
58,082
+2,521
| +5% | +$245K | 2.32% | 8 |
|
|
2022
Q2 | $5.13M | Buy |
55,561
+2,992
| +6% | +$298K | 2.22% | 6 |
|
|
2022
Q1 | $5.67M | Buy |
52,569
+593
| +1% | +$64K | 2.19% | 7 |
|
|
2021
Q4 | $5.95M | Sell |
51,976
-50
| -0.1% | -$5.7K | 2.2% | 8 |
|
|
2021
Q3 | $5.68M | Sell |
52,026
-1,240
| -2% | -$137K | 2.29% | 5 |
|
|
2021
Q2 | $6.02M | Sell |
53,266
-200
| -0.4% | -$22.3K | 2.5% | 5 |
|
|
2021
Q1 | $5.8M | Sell |
53,466
-1,775
| -3% | -$186K | 2.58% | 4 |
|
|
2020
Q4 | $5.08M | Sell |
55,241
-822
| -1% | -$67.5K | 2.47% | 4 |
|
|
2020
Q3 | $3.94M | Sell |
56,063
-802
| -1% | -$57.5K | 2.2% | 6 |
|
|
2020
Q2 | $3.88M | Buy |
56,865
+1,113
| +2% | +$70.3K | 2.34% | 7 |
|
|
2020
Q1 | $3.13M | Buy |
55,752
+3,705
| +7% | +$276K | 2.21% | 7 |
|
|
2019
Q4 | $4.36M | Buy |
52,047
+1,806
| +4% | +$145K | 2.45% | 4 |
|
|
2019
Q3 | $3.91M | Sell |
50,241
-669
| -1% | -$51.8K | 2.46% | 4 |
|
|
2019
Q2 | $3.98M | Sell |
50,910
-451
| -0.9% | -$35K | 2.54% | 4 |
|
|
2019
Q1 | $3.96M | Sell |
51,361
-3,251
| -6% | -$250K | 2.58% | 4 |
|
|
2018
Q4 | $3.79M | Buy |
54,612
+1,534
| +3% | +$119K | 2.59% | 4 |
|
|
2018
Q3 | $4.63M | Hold |
53,078
| – | – | 2.76% | 2 |
|
|
2018
Q2 | $4.43M | Sell |
53,078
-300
| -0.6% | -$24.4K | 2.89% | 4 |
|
|
2018
Q1 | $4.11M | Sell |
53,378
-574
| -1% | -$44.7K | 2.81% | 4 |
|
|
2017
Q4 | $4.14M | Hold |
53,952
| – | – | 2.54% | 6 |
|
|
2017
Q3 | $4M | Sell |
53,952
-270
| -0.5% | -$18.9K | 2.6% | 5 |
|
|
2017
Q2 | $3.8M | Hold |
54,222
| – | – | 2.57% | 5 |
|
|
2017
Q1 | $3.75M | Sell |
54,222
-400
| -0.7% | -$27.6K | 2.62% | 6 |
|
|
2016
Q4 | $3.75M | Sell |
54,622
-2,600
| -5% | -$168K | 2.87% | 5 |
|
|
2016
Q3 | $3.55M | Buy |
57,222
+2,300
| +4% | +$140K | 2.85% | 5 |
|
|
2016
Q2 | $3.19M | Buy |
54,922
+1,200
| +2% | +$68.4K | 2.65% | 7 |
|
|
2016
Q1 | $3.02M | Hold |
53,722
| – | – | 2.66% | 7 |
|
|
2015
Q4 | $2.96M | Buy |
53,722
+1,900
| +4% | +$107K | 2.71% | 7 |
|
|
2015
Q3 | $2.76M | Sell |
51,822
-510
| -1% | -$28.9K | 2.94% | 7 |
|
|
2015
Q2 | $3.08M | Sell |
52,332
-620
| -1% | -$36.7K | 3.03% | 7 |
|
|
2015
Q1 | $3.13M | Sell |
52,952
-1,050
| -2% | -$60.2K | 0.92% | 30 |
|
|
2014
Q4 | $3.08M | Buy |
54,002
+300
| +0.6% | +$16.4K | 0.88% | 31 |
|
|
2014
Q3 | $2.8M | Buy |
53,702
+5,864
| +12% | +$319K | 0.83% | 31 |
|
|
2014
Q2 | $2.68M | Buy |
47,838
+1,120
| +2% | +$60.6K | 0.79% | 32 |
|
|
2014
Q1 | $2.57M | Sell |
46,718
-300
| -0.6% | -$16.2K | 0.81% | 32 |
|
|
2013
Q4 | $2.57M | Buy |
47,018
+830
| +2% | +$43.4K | 0.84% | 32 |
|
|
2013
Q3 | $2.31M | Buy |
46,188
+560
| +1% | +$27.1K | 0.83% | 31 |
|
|
2013
Q2 | $2.06M | Buy |
+45,628
| New | +$2.02M | 0.85% | 31 |
|
Other funds holding IJR
Boltwood Capital Management's IJR Position: Q2 2026 in Review
Boltwood Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.62% in Q2 2026, selling an estimated $48.2K and leaving 56,611 shares worth $8.4M. The position accounts for 1.92% of the portfolio, ranked #12.
Boltwood Capital Management first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Boltwood Capital Management held 56,611 shares of iShares Core S&P Small-Cap ETF worth $8.4M as of Q2 2026.
- Boltwood Capital Management sold 351 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $48.2K.
- iShares Core S&P Small-Cap ETF made up 1.92% of Boltwood Capital Management's portfolio in Q2 2026, its #12 holding.
- Boltwood Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.