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 Q2	$1.18M	Buy	7,967 +680	+9%	+$93.3K	0.58%	46
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loudon Investment Management's IJR Position: Q2 2026 in Review

Loudon Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.3% in Q2 2026, buying an estimated $93.3K and bringing the position to 7,967 shares worth $1.18M. The position accounts for 0.58% of the portfolio, ranked #46.

Loudon Investment Management first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Loudon Investment Management held 7,967 shares of iShares Core S&P Small-Cap ETF worth $1.18M as of Q2 2026.
Loudon Investment Management bought 680 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $93.3K.
iShares Core S&P Small-Cap ETF made up 0.58% of Loudon Investment Management's portfolio in Q2 2026, its #46 holding.
Loudon Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.