Stockman Wealth Management, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Stockman Wealth Management, Inc. reported 166 stock positions worth $675.4 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 5.3% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 5.0%) and iShares Core MSCI Dev MKTS (IDEV, 4.1%). Compared with Q4 2024, it opened 11 new positions, sold out of 10, added to 75 and reduced 48. The biggest buy was a new position in iShares MBS ETF (MBB) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −25%).

Most Recent 13F
Q2 2026
Location
BILLINGS, MT
CIK
0001389400
Portfolio Value
$675.4M (Q1 2025)
SEC Filing
0001389400-25-000005 ↗ filed Apr 17, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $566.4M Q1 2024 Q2 2024: $570.6M Q2 2024 Q3 2024: $643.4M Q3 2024 Q4 2024: $638.7M Q4 2024 Q1 2025: $675.4M $675.4M Q1 2025 Q2 2025: $735.9M Q2 2025 Q3 2025: $805.8M Q3 2025 Q4 2025: $855.7M Q4 2025 Q1 2026: $903.1M Q1 2026 Q2 2026: $967.7M Q2 2026

Holdings 166 stocks · $675.4M
IJR iShares Core S&P Small-Cap E 5.30% 342,339 $35.8M Reduce -25.0%
IGSB iShares 1-5Y Inv Grade Corp. 5.03% 648,722 $34.0M Reduce -30.0%
IDEV iShares Core MSCI Dev MKTS 4.14% 406,350 $28.0M Add +9.5%
MBB iShares MBS ETF 4.14% 298,073 $28.0M New
AAPL Apple Inc. 3.34% 101,437 $22.5M Add +0.1%
IJH iShares Core S&P Midcap ETF 3.00% 347,537 $20.3M Add +1896.5%
BRK.B Berkshire Hathaway Inc. Class B 2.99% 37,928 $20.2M Reduce -0.5%
MSFT Microsoft Corp. 2.93% 52,730 $19.8M Add +4.3%
JPM JPMorgan Chase & Co. 2.62% 72,167 $17.7M Reduce -3.9%
AMZN Amazon.com Inc. 2.51% 89,148 $17.0M Reduce -0.2%
EMXC iShares MSCI Emr MRK Ex Chna 2.49% 305,709 $16.8M New
CSCO Cisco Systems Inc. 2.29% 250,399 $15.5M Reduce -1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.25% 61,180 $15.2M Reduce -7.5%
MRK Merck & Co. Inc. 2.01% 151,065 $13.6M Add +18.0%
CAT Caterpillar Inc. 1.92% 39,407 $13.0M Add +5.4%
ASML ASML Holding NV-NY Reg SHS 1.91% 19,500 $12.9M Add +14.3%
XOM Exxon Mobil Corp. 1.82% 103,310 $12.3M Add +6.2%
PG The Procter & Gamble Co. 1.81% 71,825 $12.2M Add +5.1%
CVX Chevron Corp. 1.79% 72,145 $12.1M Add +6.0%
PEP Pepsico Inc. 1.78% 80,131 $12.0M Add +21.5%
USB US Bancorp 1.72% 275,338 $11.6M Add +6.6%
GOOGL Alphabet Inc. Class A 1.65% 71,863 $11.1M Add +2.7%
SBUX Starbucks Corp. 1.61% 111,106 $10.9M Reduce -1.7%
UPS United Parcel Service Class B 1.61% 99,005 $10.9M Add +14.2%
CRH CRH PLC 1.61% 123,645 $10.9M Reduce -0.3%
HON Honeywell International Inc. 1.57% 50,042 $10.6M Add +6.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.54% 249,487 $10.4M Add +2.5%
MDT Medtronic PLC 1.52% 113,977 $10.2M Add +7.5%
GSK GSK PLC-Spon ADR 1.48% 257,201 $10.0M Add +18.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.43% 230,937 $9.7M Add +21.4%
LMT Lockheed Martin Corp. 1.36% 20,609 $9.2M Add +11.5%
PFE Pfizer Inc. 1.34% 355,871 $9.0M Add +23.0%
SYY Sysco Corp. 1.24% 111,186 $8.3M Add +10.5%
VZ Verizon Communications Inc. 1.16% 172,648 $7.8M Add +11.5%
HD Home Depot Inc. 1.16% 21,322 $7.8M Add +4.2%
XLK SS Technology Select Sector 1.12% 36,570 $7.6M Add +13.3%
QCOM Qualcomm Inc. 1.11% 48,891 $7.5M Add +669.3%
LEN Lennar Corp. Class A 0.99% 58,220 $6.7M New
XLF SS Financial Select Sector 0.84% 114,391 $5.7M Reduce -0.8%
XLV SS Health Care Select Sector 0.71% 32,806 $4.8M Add +0.7%
IVV iShares Core S&P 500 ETF 0.66% 7,988 $4.5M Reduce -4.4%
XLI SS Industrial Select Sector 0.65% 33,719 $4.4M Add +15.1%
IBTJ iShares Ibonds Dec 2029 Term 0.61% 188,172 $4.1M Add +6.9%
IBTH iShares Ibonds Dec 2027 Term 0.58% 175,367 $3.9M Add +7.9%
XLY SS Consumer Disc Select Sect 0.58% 19,838 $3.9M Add +3.1%
IBTK iShares Ibonds Dec 2030 Trea 0.57% 195,354 $3.8M Add +9.9%
IBTI iShares Ibonds Dec 2028 Term 0.54% 164,217 $3.7M Add +9.3%
XLP SS Consumer Staples Sel Sect 0.53% 44,079 $3.6M Reduce -5.1%
XLE SS Energy Select Sector 0.51% 36,823 $3.4M Add +3.8%
IBTL iShares Ibonds Dec 2031 Term 0.48% 159,337 $3.2M Add +40.1%
IBTG iShares Ibonds Dec 2026 Term 0.48% 141,204 $3.2M Add +8.1%
IBTF iShares Ibonds Dec 2025 Term 0.45% 129,296 $3.0M Add +9.5%
FIBK First Interstate Bancsys-A 0.40% 93,186 $2.7M Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.37% 4,867 $2.5M Add +3.6%
COST Costco Wholesale Corp. 0.35% 2,464 $2.3M Reduce -11.1%
AGG iShares Core U.S. Aggregate 0.32% 22,116 $2.2M Add +4.6%
SCHX Schwab US Large-Cap ETF 0.31% 94,341 $2.1M Reduce -30.6%
XLC SS Comm Select Sector SPDR 0.30% 21,195 $2.0M Reduce -2.0%
VCSH Vanguard S/T Corp. Bond ETF 0.27% 22,940 $1.8M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 0.25% 6,191 $1.7M Reduce -0.2%
SCHH Schwab US REIT ETF 0.24% 76,325 $1.6M Add +81.7%
LLY Eli Lilly & Co. 0.20% 1,665 $1.4M Add +1.6%
SCHZ Schwab US Aggregate Bond ETF 0.20% 58,025 $1.3M Add +3.9%
GOOG Alphabet Inc. Class C 0.20% 8,460 $1.3M Add +6.2%
EFA iShares MSCI Eafe ETF 0.18% 15,247 $1.2M Add +9.3%
USAC USA Compression Partners LP 0.18% 45,001 $1.2M No change
JNJ Johnson & Johnson 0.17% 7,014 $1.2M Reduce -1.9%
ET Energy Transfer LP 0.17% 62,566 $1.2M Add +4.9%
V Visa Inc. Class A 0.16% 3,070 $1.1M Add +2.0%
OKE Oneok Inc. 0.16% 10,700 $1.1M No change
XLB SS Materials Select Sector 0.15% 11,955 $1.0M Add +7.2%
IVW iShares S&P 500 Growth ETF 0.15% 10,651 $989K Reduce -0.1%
EPD Enterprise Products Partners 0.14% 27,122 $926K Add +3.4%
MCK McKesson Corp. 0.13% 1,259 $847K No change
AZN Astrazeneca PLC-Spons ADR 0.12% 11,277 $829K Reduce -3.5%
AM Antero Midstream Corp. 0.12% 45,000 $810K No change
DUK Duke Energy Corp. 0.12% 6,531 $797K Add +1.5%
EMR Emerson Electric Co. 0.12% 7,251 $795K Reduce -0.9%
IWF iShares Russell 1000 Growth 0.12% 2,171 $784K Reduce -6.5%
ORCL Oracle Corp. 0.12% 5,599 $783K Reduce -4.1%
BKNG Booking Holdings Inc. 0.12% 169 $779K Add +1.8%
APH Amphenol Corp. Class A 0.11% 11,813 $775K No change
ABT Abbott Laboratories 0.11% 5,673 $753K Reduce -1.6%
KO The Coca-Cola Co. 0.10% 9,507 $681K Add +3.5%
USA Liberty All Star Equity Fund 0.10% 99,563 $652K No change
PGR Progressive Corp. 0.09% 2,230 $631K No change
IBDT iShares Ibonds Dec 2028 ETF 0.09% 24,758 $625K Add +13.0%
MCD McDonald's Corp. 0.09% 1,964 $613K Add +1.8%
LOW Lowe's Cos Inc. 0.09% 2,629 $613K Reduce -91.5%
WMB Williams Cos Inc. 0.09% 10,017 $599K No change
MRSH Marsh & McLennan Cos 0.08% 2,345 $572K Reduce -0.6%
BSV Vanguard Short-Term Bond ETF 0.08% 7,251 $568K Add +9.4%
IWM iShares Russell 2000 ETF 0.08% 2,815 $562K Reduce -2.5%
BIV Vanguard Intermediate-Term B 0.08% 7,324 $561K Add +3.3%
SCHF Schwab Intl Equity ETF 0.08% 28,140 $557K Add +0.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 1,457 $540K Add +11.8%
IVE iShares S&P 500 Value ETF 0.08% 2,800 $534K Reduce -1.6%
ABBV Abbvie Inc. 0.07% 2,405 $504K Add +2.6%
SYK Stryker Corp. 0.07% 1,353 $504K Add +2.1%
SCHA Schwab US Small-Cap ETF 0.07% 21,212 $497K Add +14.3%
TRV The Travelers Cos Inc. 0.07% 1,862 $492K No change
THW Abrdn World Healthcare Fund 0.07% 42,609 $491K No change
SCHB Schwab US Broad Market ETF 0.07% 22,720 $489K Reduce -30.8%
EBMT Eagle Bancorp Montana Inc. 0.07% 29,000 $486K No change
IBDR iShares Ibonds Dec 2026 Term 0.07% 19,552 $473K Reduce -8.3%
RITM Rithm Capital Corp. 0.07% 40,000 $458K No change
NVDA Nvidia Corp. 0.07% 4,108 $445K Add +10.2%
KRP Kimbell Royalty Partners LP 0.06% 31,000 $434K No change
SCHD Schwab US DVD Equity ETF 0.06% 15,444 $432K Reduce -14.1%
TSM Taiwan Semiconductor-SP ADR 0.06% 2,569 $426K Add +13.9%
FPE FT-Preferred Secur & Inc. ETF 0.06% 24,230 $426K Add +0.0%
BTI British American Tob-SP ADR 0.06% 10,000 $414K No change
VXUS Vanguard Total Intl Stock 0.06% 6,501 $404K Reduce -0.2%
COLB Columbia Banking System Inc. 0.06% 16,000 $399K No change
GBCI Glacier Bancorp Inc. 0.06% 9,012 $399K Reduce -0.2%
DHR Danaher Corp. 0.06% 1,935 $397K No change
LMBS First Trust Low Duration Opp 0.06% 8,000 $393K Reduce -47.2%
COP Conocophillips 0.06% 3,680 $386K Reduce -8.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,483 $384K Add +3.6%
WM Waste Management Inc. 0.06% 1,631 $378K Add +0.8%
PKG Packaging Corp. of America 0.06% 1,900 $376K No change
UNP Union Pacific Corp. 0.05% 1,506 $356K Add +28.1%
BDX Becton Dickinson and Co. 0.05% 1,540 $353K No change
VIG Vanguard Dividend Apprec ETF 0.05% 1,797 $349K Add +9.0%
PAYX Paychex Inc. 0.05% 2,248 $347K No change
PSX Phillips 66 0.05% 2,788 $344K Add +1.8%
AXP American Express Co. 0.05% 1,270 $342K Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,500 $333K Reduce -28.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.05% 4,015 $317K Reduce -60.7%
VNQ Vanguard Real Estate ETF 0.05% 3,482 $315K Reduce -3.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 3,161 $312K Reduce -1.7%
WFC Wells Fargo & Co. 0.04% 4,144 $297K Add +1.8%
SHW The Sherwin-Williams Co. 0.04% 825 $288K No change
XEXGX Eaton Vance Tax-Managed Glob 0.04% 34,679 $282K No change
ADP Automatic Data Processing 0.04% 920 $281K No change
IWD iShares Russell 1000 Value E 0.04% 1,490 $280K Reduce -5.4%
VWO Vanguard Ftse Emerging Marke 0.04% 6,177 $280K Reduce -98.2%
ZTS Zoetis Inc. 0.04% 1,685 $277K No change
TXN Texas Instruments Inc. 0.04% 1,528 $275K Reduce -2.6%
TSLA Tesla Inc. 0.04% 1,055 $273K Reduce -42.4%
F Ford Motor Co. filed as FORD MTR CO 0.04% 26,648 $267K No change
RTX RTX Corp. 0.04% 2,016 $267K Reduce -0.5%
AVGO Broadcom Inc. 0.04% 1,589 $266K Add +0.9%
MO Altria Group Inc. 0.04% 4,158 $250K Add +1.9%
NEE Nextera Energy Inc. 0.04% 3,435 $244K Add +11.4%
ITW Illinois Tool Works 0.04% 980 $243K No change
JYD Jayud Global Logistics Ltd. Class A 0.03% 30,474 $234K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 2,750 $231K No change
SCHW Schwab (charles) Corp. 0.03% 2,935 $230K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 409 $229K New
T AT&T Inc. 0.03% 8,046 $228K New
BMY Bristol-Myers Squibb Co. 0.03% 3,657 $223K Reduce -5.2%
AWK American Water Works Co. Inc. 0.03% 1,480 $218K New
AMGN Amgen Inc. 0.03% 689 $215K New
GE General Electric filed as GE AEROSPACE 0.03% 1,055 $211K New
EOS Eaton Vance Enh Eqt Inc. II 0.03% 10,000 $211K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,217 $210K New
IDCC Interdigital Inc. 0.03% 1,000 $207K Reduce -50.3%
EOI Eaton Vance Enhanced Eq Incm 0.03% 11,000 $206K No change
WMT Walmart Inc. 0.03% 2,324 $204K Add +2.4%
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.03% 10,750 $201K No change
BSTZ BlackRock Sci & Tech TRM TR 0.03% 10,887 $193K Add +3.4%
ATLO Ames National Corp. 0.03% 10,725 $188K New
ICLN iShares Global Clean Energy 0.02% 11,285 $129K Add +8.6%
BCX BlackRock Resources & Commod 0.02% 13,595 $127K No change
CGEN Compugen Ltd. 0.00% 16,000 $23K No change

Portfolio Sells Q4 2024 → Q1 2025
IJR iShares Core S&P Small-Cap E Reduce -25.0% 5.30% −2.94
IGSB iShares 1-5Y Inv Grade Corp. Reduce -30.0% 5.03% −2.48
VWO Vanguard Ftse Emerging Marke Reduce -98.2% 0.04% −2.29
LOW Lowe's Cos Inc. Reduce -91.5% 0.09% −1.10
NWE Northwestern Energy Group Inc. Sold out 0.00% −0.88
AMZN Amazon.com Inc. Reduce -0.2% 2.51% −0.56
JPM JPMorgan Chase & Co. Reduce -3.9% 2.62% −0.20
CRH CRH PLC Reduce -0.3% 1.61% −0.19
SCHX Schwab US Large-Cap ETF Reduce -30.6% 0.31% −0.18
IVV iShares Core S&P 500 ETF Reduce -4.4% 0.66% −0.11
FIBK First Interstate Bancsys-A Reduce -0.2% 0.40% −0.08
TSLA Tesla Inc. Reduce -42.4% 0.04% −0.08
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -60.7% 0.05% −0.07
CSCO Cisco Systems Inc. Reduce -1.4% 2.29% −0.07
LMBS First Trust Low Duration Opp Reduce -47.2% 0.06% −0.06
XLRE SS Real Estate Select Sector Sold out 0.00% −0.06
COST Costco Wholesale Corp. Reduce -11.1% 0.35% −0.05
SCHM Schwab US Mid Cap ETF Sold out 0.00% −0.05
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.05
TGT Target Corp. Sold out 0.00% −0.04
SCHB Schwab US Broad Market ETF Reduce -30.8% 0.07% −0.04
XLP SS Consumer Staples Sel Sect Reduce -5.1% 0.53% −0.04
ORCL Oracle Corp. Reduce -4.1% 0.12% −0.04
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.03
AIO Virtus Artific Intel & Tech Sold out 0.00% −0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.03
O Realty Income Corp. Sold out 0.00% −0.03
AMAT Applied Materials Inc. Sold out 0.00% −0.03
IDCC Interdigital Inc. Reduce -50.3% 0.03% −0.03
IWF iShares Russell 1000 Growth Reduce -6.5% 0.12% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 0.25% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -28.2% 0.05% −0.03
XLF SS Financial Select Sector Reduce -0.8% 0.84% −0.03
XLC SS Comm Select Sector SPDR Reduce -2.0% 0.30% −0.03
EMR Emerson Electric Co. Reduce -0.9% 0.12% −0.02
IBM Intl Business Machines Corp. Reduce -7.5% 2.25% −0.02
IVW iShares S&P 500 Growth ETF Reduce -0.1% 0.15% −0.02
IWM iShares Russell 2000 ETF Reduce -2.5% 0.08% −0.02
SCHD Schwab US DVD Equity ETF Reduce -14.1% 0.06% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 0.27% −0.01
GBCI Glacier Bancorp Inc. Reduce -0.2% 0.06% −0.01
IBDR iShares Ibonds Dec 2026 Term Reduce -8.3% 0.07% −0.01
DIS The Walt Disney Co. Reduce -1.7% 0.05% −0.01
AXP American Express Co. Reduce -1.0% 0.05% −0.01
IVE iShares S&P 500 Value ETF Reduce -1.6% 0.08% −0.01
TXN Texas Instruments Inc. Reduce -2.6% 0.04% −0.01
COP Conocophillips Reduce -8.4% 0.06% −0.01
IWD iShares Russell 1000 Value E Reduce -5.4% 0.04% −0.00
VNQ Vanguard Real Estate ETF Reduce -3.0% 0.05% −0.00
SBUX Starbucks Corp. Reduce -1.7% 1.61% −0.00

Portfolio Buys Q4 2024 → Q1 2025
MBB iShares MBS ETF New 4.14% +4.14
IJH iShares Core S&P Midcap ETF Add +1896.5% 3.00% +2.83
EMXC iShares MSCI Emr MRK Ex Chna New 2.49% +2.49
LEN Lennar Corp. Class A New 0.99% +0.99
QCOM Qualcomm Inc. Add +669.3% 1.11% +0.96
IDEV iShares Core MSCI Dev MKTS Add +9.5% 4.14% +0.40
GSK GSK PLC-Spon ADR Add +18.4% 1.48% +0.33
SLB SLB Ltd. Add +21.4% 1.43% +0.29
CVX Chevron Corp. Add +6.0% 1.79% +0.24
PEP Pepsico Inc. Add +21.5% 1.78% +0.21
MDT Medtronic PLC Add +7.5% 1.52% +0.19
VZ Verizon Communications Inc. Add +11.5% 1.16% +0.19
XOM Exxon Mobil Corp. Add +6.2% 1.82% +0.18
PFE Pfizer Inc. Add +23.0% 1.34% +0.13
IBTL iShares Ibonds Dec 2031 Term Add +40.1% 0.48% +0.13
SCHH Schwab US REIT ETF Add +81.7% 0.24% +0.10
ASML ASML Holding NV-NY Reg SHS Add +14.3% 1.91% +0.06
XLI SS Industrial Select Sector Add +15.1% 0.65% +0.05
JYD Jayud Global Logistics Ltd. Class A New 0.03% +0.03
IBTK iShares Ibonds Dec 2030 Trea Add +9.9% 0.57% +0.03
SPY SS SPDR S&P 500 ETF Trust-US New 0.03% +0.03
XLE SS Energy Select Sector Add +3.8% 0.51% +0.03
T AT&T Inc. New 0.03% +0.03
AWK American Water Works Co. Inc. New 0.03% +0.03
AMGN Amgen Inc. New 0.03% +0.03
GE General Electric New 0.03% +0.03
VTV Vanguard Mrngstr Val ETF-Aui New 0.03% +0.03
SYY Sysco Corp. Add +10.5% 1.24% +0.03
ATLO Ames National Corp. New 0.03% +0.03
IBTI iShares Ibonds Dec 2028 Term Add +9.3% 0.54% +0.03
EFA iShares MSCI Eafe ETF Add +9.3% 0.18% +0.02
PG The Procter & Gamble Co. Add +5.1% 1.81% +0.02
IBTJ iShares Ibonds Dec 2029 Term Add +6.9% 0.61% +0.02
IBTH iShares Ibonds Dec 2027 Term Add +7.9% 0.58% +0.02
IBTF iShares Ibonds Dec 2025 Term Add +9.5% 0.45% +0.02
MRK Merck & Co. Inc. Add +18.0% 2.01% +0.01
IBTG iShares Ibonds Dec 2026 Term Add +8.1% 0.48% +0.01
KO The Coca-Cola Co. Add +3.5% 0.10% +0.01
UNP Union Pacific Corp. Add +28.1% 0.05% +0.01
V Visa Inc. Class A Add +2.0% 0.16% +0.01
ABBV Abbvie Inc. Add +2.6% 0.07% +0.01
DUK Duke Energy Corp. Add +1.5% 0.12% +0.01
EPD Enterprise Products Partners Add +3.4% 0.14% +0.01
XLV SS Health Care Select Sector Add +0.7% 0.71% +0.01
IBDT iShares Ibonds Dec 2028 ETF Add +13.0% 0.09% +0.01
LLY Eli Lilly & Co. Add +1.6% 0.20% +0.01
XLB SS Materials Select Sector Add +7.2% 0.15% +0.01
WM Waste Management Inc. Add +0.8% 0.06% +0.00
BSV Vanguard Short-Term Bond ETF Add +9.4% 0.08% +0.00
MO Altria Group Inc. Add +1.9% 0.04% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 178$967.7MIJR, IGSB, IDEV, IJH, MBB
Q1 2026 177$903.1MIJR, IGSB, MBB, IDEV, IJH
Q4 2025Amended 177$855.7MMBB, IJR, IGSB, IDEV, IJH
Q3 2025 175$805.8MMBB, IJR, IGSB, IDEV, IJH
Q2 2025 173$735.9MMBB, IJR, IGSB, IDEV, MSFT
Q1 2025 166$675.4MIJR, IGSB, IDEV, MBB, AAPL
Q4 2024 165$638.7MIJR, IGSB, AAPL, IDEV, MSFT
Q3 2024 182$643.4MIJR, IGSB, IDEV, AAPL, MSFT
Q2 2024 176$570.6MIJR, IGSB, MSFT, AAPL, IDEV
Q1 2024 179$566.4MIJR, IGSB, MSFT, IDEV, AAPL