Leuthold Group’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	–	Sell	-1,754	Closed	-$211K	–	220
2025 Q4	$211K	Sell	1,754 -30	-2%	-$3.59K	0.02%	206
2025 Q3	$212K	Sell	1,784 -1,376	-44%	-$158K	0.02%	201
2025 Q2	$345K	Buy	+3,160	New	+$327K	0.04%	184
2023 Q1	–	Sell	-2,301	Closed	-$218K	–	209
2022 Q4	$218K	Sell	2,301 -75	-3%	-$7.19K	0.03%	186
2022 Q3	$207K	Sell	2,376 -142	-6%	-$13.8K	0.03%	180
2022 Q2	$233K	Sell	2,518 -34	-1%	-$3.38K	0.03%	175
2022 Q1	$275K	Sell	2,552 -679	-21%	-$73.3K	0.04%	174
2021 Q4	$370K	Buy	3,231 +99	+3%	+$11.3K	0.04%	159
2021 Q3	$342K	Buy	3,132 +912	+41%	+$100K	0.04%	153
2021 Q2	$251K	Buy	2,220 +212	+11%	+$23.6K	0.03%	171
2021 Q1	$218K	Buy	+2,008	New	+$210K	0.03%	177