Boyd Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Boyd Wealth Management, LLC

$233 Million
Q4 2025

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 106,432 shares of IJR stock, worth $12.4 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares

106,432

Previous 40,349 163.78%

Holding current value

$12.4 Million

Previous $4.79 Million 159.41%

% of portfolio

5.33%

Previous 2.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$114.27 - $121.15 $7.55 Million - $8.01 Million	66,083 Added 163.78%	106,432 $12.4 Million
Q3 2025 Oct 30, 2025	BUY	$108.46 - $120.63 $165,943 - $184,563	1,530 Added 3.94%	40,349 $4.79 Million
Q2 2025 Jul 15, 2025	SELL	$90.56 - $109.49 $76,613 - $92,628	-846 Reduced 2.13%	38,819 $4.24 Million
Q1 2025 Apr 24, 2025	BUY	$102.49 - $119.96 $143,076 - $167,464	1,396 Added 3.65%	39,665 $4.15 Million
Q4 2024 Jan 23, 2025	SELL	$113.92 - $127.38 $265,091 - $296,413	-2,327 Reduced 5.73%	38,269 $4.41 Million

Q3 2024 Oct 25, 2024	SELL	$105.53 - $118.34 $1.4 Million - $1.57 Million	-13,230 Reduced 24.58%	40,596 $4.75 Million
Q2 2024 Jul 24, 2024	BUY	$102.13 - $110.88 $212,430 - $230,630	2,080 Added 4.02%	53,826 $5.74 Million
Q1 2024 Apr 24, 2024	SELL	$102.35 - $110.52 $4.46 Million - $4.81 Million	-43,553 Reduced 45.7%	51,746 $5.72 Million
Q4 2023 Jan 31, 2024	BUY	$87.61 - $110.11 $2.21 Million - $2.78 Million	25,273 Added 36.09%	95,299 $10.3 Million
Q3 2023 Oct 25, 2023	BUY	$92.9 - $105.16 $2.75 Million - $3.11 Million	29,560 Added 73.05%	70,026 $6.61 Million
Q2 2023 Jul 20, 2023	SELL	$91.14 - $99.81 $7.52 Million - $8.24 Million	-82,526 Reduced 67.1%	40,466 $4.03 Million
Q1 2023 Apr 20, 2023	BUY	$92.27 - $107.68 $7.14 Million - $8.33 Million	77,357 Added 169.51%	122,992 $11.9 Million
Q4 2022 Jan 20, 2023	SELL	$89.09 - $102.13 $2.32 Million - $2.66 Million	-26,021 Reduced 36.31%	45,635 $0
Q3 2022 Oct 17, 2022	BUY	$87.04 - $106.5 $3.01 Million - $3.68 Million	34,553 Added 93.13%	71,656 $6.25 Million
Q2 2022 Aug 03, 2022	SELL	$89.03 - $109.02 $181,087 - $221,746	-2,034 Reduced 5.2%	37,103 $3.43 Million
Q1 2022 Apr 29, 2022	BUY	$102.32 - $116.69 $862,659 - $983,813	8,431 Added 27.46%	39,137 $4.22 Million
Q4 2021 Feb 07, 2022	BUY	$108.26 - $120.32 $3.32 Million - $3.69 Million	30,706 New	30,706 $3.52 Million

Others Institutions Holding IJR

# of Institutions

2,913

Shares Held

538M

Call Options Held

482K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Wealth Management, LLC with notifications on news.

Account

Boyd Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History