Culbertson A N & Co’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 | $2.71M | Sell |
21,796
-25
| -0.1% | -$3.18K | 0.35% | 64 |
|
|
2025
Q4 | $2.62M | Sell |
21,821
-109
| -0.5% | -$13K | 0.36% | 61 |
|
|
2025
Q3 | $2.61M | Sell |
21,930
-505
| -2% | -$58.1K | 0.37% | 60 |
|
|
2025
Q2 | $2.45M | Buy |
22,435
+789
| +4% | +$81.6K | 0.38% | 61 |
|
|
2025
Q1 | $2.26M | Buy |
21,646
+890
| +4% | +$100K | 0.36% | 63 |
|
|
2024
Q4 | $2.39M | Buy |
20,756
+360
| +2% | +$43K | 0.38% | 60 |
|
|
2024
Q3 | $2.39M | Buy |
20,396
+1,355
| +7% | +$153K | 0.38% | 60 |
|
|
2024
Q2 | $2.03M | Buy |
19,041
+2,725
| +17% | +$292K | 0.35% | 61 |
|
|
2024
Q1 | $1.8M | Buy |
16,316
+3,462
| +27% | +$368K | 0.31% | 70 |
|
|
2023
Q4 | $1.39M | Buy |
12,854
+1,105
| +9% | +$106K | 0.26% | 76 |
|
|
2023
Q3 | $1.11M | Buy |
11,749
+220
| +2% | +$22K | 0.22% | 82 |
|
|
2023
Q2 | $1.15M | Buy |
11,529
+1,575
| +16% | +$150K | 0.22% | 82 |
|
|
2023
Q1 | $963K | Buy |
9,954
+281
| +3% | +$28.1K | 0.2% | 85 |
|
|
2022
Q4 | $915K | Buy |
9,673
+1,160
| +14% | +$111K | 0.19% | 87 |
|
|
2022
Q3 | $742K | Buy |
8,513
+1,452
| +21% | +$141K | 0.17% | 88 |
|
|
2022
Q2 | $652K | Buy |
7,061
+490
| +7% | +$48.7K | 0.14% | 91 |
|
|
2022
Q1 | $708K | Buy |
6,571
+420
| +7% | +$45.3K | 0.13% | 92 |
|
|
2021
Q4 | $704K | Sell |
6,151
-500
| -8% | -$57K | 0.13% | 92 |
|
|
2021
Q3 | $726K | Hold |
6,651
| – | – | 0.15% | 90 |
|
|
2021
Q2 | $751K | Hold |
6,651
| – | – | 0.16% | 90 |
|
|
2021
Q1 | $722K | Hold |
6,651
| – | – | 0.16% | 88 |
|
|
2020
Q4 | $611K | Hold |
6,651
| – | – | 0.15% | 89 |
|
|
2020
Q3 | $467K | Sell |
6,651
-580
| -8% | -$41.6K | 0.12% | 92 |
|
|
2020
Q2 | $494K | Hold |
7,231
| – | – | 0.14% | 89 |
|
|
2020
Q1 | $406K | Sell |
7,231
-170
| -2% | -$12.7K | 0.13% | 88 |
|
|
2019
Q4 | $621K | Buy |
7,401
+291
| +4% | +$23.4K | 0.16% | 85 |
|
|
2019
Q3 | $553K | Hold |
7,110
| – | – | 0.15% | 86 |
|
|
2019
Q2 | $557K | Hold |
7,110
| – | – | 0.15% | 86 |
|
|
2019
Q1 | $549K | Buy |
7,110
+55
| +0.8% | +$4.22K | 0.16% | 86 |
|
|
2018
Q4 | $489K | Buy |
7,055
+975
| +16% | +$75.4K | 0.16% | 87 |
|
|
2018
Q3 | $530K | Buy |
6,080
+2,200
| +57% | +$193K | 0.14% | 92 |
|
|
2018
Q2 | $324K | Hold |
3,880
| – | – | 0.1% | 93 |
|
|
2018
Q1 | $299K | Sell |
3,880
-180
| -4% | -$14K | 0.09% | 95 |
|
|
2017
Q4 | $312K | Buy |
+4,060
| New | +$306K | 0.09% | 93 |
|
Other funds holding IJR
Culbertson A N & Co's IJR Position: Q1 2026 in Review
Culbertson A N & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q1 2026, selling an estimated $3.18K and leaving 21,796 shares worth $2.71M. The position accounts for 0.35% of the portfolio, ranked #64.
Culbertson A N & Co first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Culbertson A N & Co held 21,796 shares of iShares Core S&P Small-Cap ETF worth $2.71M as of Q1 2026.
- Culbertson A N & Co sold 25 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.18K.
- iShares Core S&P Small-Cap ETF made up 0.35% of Culbertson A N & Co's portfolio in Q1 2026, its #64 holding.
- Culbertson A N & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.