Stockman Wealth 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
Q1 | $47.1M | Buy |
379,279
+15,305
| +4% | +$1.94M | 5.2% | 1 |
|
|
2025
Q4 | $43.7M | Buy |
363,974
+13,366
| +4% | +$1.6M | 5.09% | 2 |
|
|
2025
Q3 | $41.7M | Buy |
350,608
+3,013
| +0.9% | +$347K | 5.17% | 2 |
|
|
2025
Q2 | $38M | Buy |
347,595
+5,256
| +2% | +$543K | 5.16% | 2 |
|
|
2025
Q1 | $35.8M | Sell |
342,339
-114,215
| -25% | -$12.9M | 5.3% | 1 |
|
|
2024
Q4 | $52.6M | Buy |
456,554
+17,067
| +4% | +$2.04M | 8.24% | 1 |
|
|
2024
Q3 | $51.4M | Buy |
439,487
+40,275
| +10% | +$4.55M | 7.99% | 1 |
|
|
2024
Q2 | $42.6M | Buy |
399,212
+21,999
| +6% | +$2.35M | 7.46% | 1 |
|
|
2024
Q1 | $41.7M | Buy |
377,213
+25,872
| +7% | +$2.75M | 7.36% | 1 |
|
|
2023
Q4 | $38M | Buy |
351,341
+18,216
| +5% | +$1.76M | 7.59% | 1 |
|
|
2023
Q3 | $31.4M | Buy |
333,125
+34,699
| +12% | +$3.47M | 6.92% | 1 |
|
|
2023
Q2 | $29.7M | Buy |
298,426
+57,739
| +24% | +$5.5M | 6.39% | 1 |
|
|
2023
Q1 | $23.3M | Buy |
240,687
+49,520
| +26% | +$4.95M | 5.2% | 1 |
|
|
2022
Q4 | $18.1M | Buy |
191,167
+182,489
| +2,103% | +$17.5M | 4.16% | 1 |
|
|
2022
Q3 | $757K | Buy |
8,678
+14
| +0.2% | +$1.36K | 0.2% | 69 |
|
|
2022
Q2 | $801K | Sell |
8,664
-56
| -0.6% | -$5.57K | 0.2% | 72 |
|
|
2022
Q1 | $941K | Buy |
8,720
+1,214
| +16% | +$131K | 0.2% | 69 |
|
|
2021
Q4 | $860K | Buy |
7,506
+36
| +0.5% | +$4.1K | 0.18% | 77 |
|
|
2021
Q3 | $816K | Sell |
7,470
-500
| -6% | -$55.1K | 0.18% | 77 |
|
|
2021
Q2 | $900K | Buy |
7,970
+553
| +7% | +$61.7K | 0.22% | 74 |
|
|
2021
Q1 | $805K | Buy |
7,417
+375
| +5% | +$39.3K | 0.22% | 74 |
|
|
2020
Q4 | $647K | Buy |
7,042
+400
| +6% | +$32.9K | 0.2% | 80 |
|
|
2020
Q3 | $466K | Sell |
6,642
-697
| -9% | -$50K | 0.17% | 90 |
|
|
2020
Q2 | $501K | Sell |
7,339
-30
| -0.4% | -$1.89K | 0.19% | 89 |
|
|
2020
Q1 | $413K | Buy |
7,369
+1,270
| +21% | +$94.6K | 0.18% | 89 |
|
|
2019
Q4 | $511K | Sell |
6,099
-260
| -4% | -$20.9K | 0.18% | 91 |
|
|
2019
Q3 | $495K | Sell |
6,359
-300
| -5% | -$23.2K | 0.19% | 92 |
|
|
2019
Q2 | $521K | Sell |
6,659
-200
| -3% | -$15.5K | 0.21% | 85 |
|
|
2019
Q1 | $529K | Hold |
6,859
| – | – | 0.23% | 81 |
|
|
2018
Q4 | $475K | Buy |
6,859
+995
| +17% | +$76.9K | 0.23% | 86 |
|
|
2018
Q3 | $512K | Buy |
5,864
+860
| +17% | +$75.3K | 0.22% | 87 |
|
|
2018
Q2 | $418K | Sell |
5,004
-1,200
| -19% | -$97.8K | 0.19% | 92 |
|
|
2018
Q1 | $478K | Buy |
6,204
+638
| +11% | +$49.7K | 0.22% | 86 |
|
|
2017
Q4 | $428K | Sell |
5,566
-1,840
| -25% | -$139K | 0.19% | 95 |
|
|
2017
Q3 | $550K | Buy |
+7,406
| New | +$519K | 0.26% | 82 |
|
|
2017
Q2 | – | Sell |
-7,256
| Closed | -$502K | – | 125 |
|
|
2017
Q1 | $502K | Buy |
+7,256
| New | +$500K | 0.29% | 76 |
|
Other funds holding IJR
Stockman Wealth Management's IJR Position: Q1 2026 in Review
Stockman Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q1 2026, buying an estimated $1.94M and bringing the position to 379,279 shares worth $47.1M. The position accounts for 5.2% of the portfolio, ranked #1.
Stockman Wealth Management first reported a position in IJR in Q1 2017 and has held it in 36 quarters since. The position peaked at $52.6M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Stockman Wealth Management held 379,279 shares of iShares Core S&P Small-Cap ETF worth $47.1M as of Q1 2026.
- Stockman Wealth Management bought 15,305 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.94M.
- iShares Core S&P Small-Cap ETF made up 5.2% of Stockman Wealth Management's portfolio in Q1 2026, its #1 holding.
- Stockman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 36 quarters since.
- Stockman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $52.6M in Q4 2024.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.