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

Loudon Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$906K	Sell	7,287 -10	-0.1%	-$1.27K	0.49%	53
2025 Q4	$877K	Buy	7,297 +2,005	+38%	+$240K	0.46%	53
2025 Q3	$629K	Buy	5,292 +282	+6%	+$32.4K	0.33%	63
2025 Q2	$548K	Buy	5,010 +100	+2%	+$10.3K	0.3%	71
2025 Q1	$513K	Buy	4,910 +25	+0.5%	+$2.82K	0.29%	69
2024 Q4	$563K	Buy	4,885 +270	+6%	+$32.3K	0.32%	64
2024 Q3	$540K	Buy	4,615 +392	+9%	+$44.3K	0.3%	68
2024 Q2	$450K	Buy	4,223 +620	+17%	+$66.3K	0.27%	71
2024 Q1	$398K	Buy	+3,603	New	+$383K	0.23%	75
2023 Q4	–	Sell	-2,150	Closed	-$203K	–	95
2023 Q3	$203K	Buy	+2,150	New	+$215K	0.14%	94

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loudon Investment Management's IJR Position: Q1 2026 in Review

Loudon Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q1 2026, selling an estimated $1.27K and leaving 7,287 shares worth $906K. The position accounts for 0.49% of the portfolio, ranked #53.

Loudon Investment Management first reported a position in IJR in Q3 2023 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Loudon Investment Management held 7,287 shares of iShares Core S&P Small-Cap ETF worth $906K as of Q1 2026.
Loudon Investment Management sold 10 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.27K.
iShares Core S&P Small-Cap ETF made up 0.49% of Loudon Investment Management's portfolio in Q1 2026, its #53 holding.
Loudon Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 10 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.