rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

iShares Core S&P Small-Cap ETF

IJR · NYSE Arca · fund

IJR stood above a rising 150-day average in 46 of the last 52 weekly readings, and has been out of that trend for the last 5 weeks. It is 0.7% below that average now.

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 5
Officials’ trades on record
23
Institutions holding
2,737 (+88)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 46 of 52 weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$1Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

23 disclosed lines: House 17, Senate 6, executive 0; 10 people.

WhoDidAmountTraded
John Boozman Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k19 Aug 2026filed 11 Sep 2026
John Boozman Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k26 Dec 2025filed 13 Jan 2026
David McCormick Senate: U.S. Senate eFDSenatorsold part of$1k–$15k6 May 2025filed 4 Jun 2025
Scott Franklin House: U.S. House ClerkFL18soldspouse$1k–$15k6 Aug 2024filed 20 Aug 2024
Scott Franklin House: U.S. House ClerkFL18sold$50k–$100k6 Aug 2024filed 20 Aug 2024
Scott Franklin House: U.S. House ClerkFL18soldjoint$1k–$15k11 Sep 2023filed 12 Oct 2023
Scott Franklin House: U.S. House ClerkFL18soldjoint$1k–$15k19 Apr 2023filed 23 May 2023
Scott Franklin House: U.S. House ClerkFL18soldjoint$50k–$100k15 Feb 2023filed 7 Mar 2023
Thomas R. Carper Senate: U.S. Senate eFDSenatorboughtspouse$1k–$15k15 Feb 2023filed 1 Mar 2023
Carol D. Miller House: U.S. House ClerkWV03bought$1k–$15k1 Nov 2022filed 13 Dec 2022
Thomas R. Carper Senate: U.S. Senate eFDSenatorsoldspouse$1k–$15k30 Oct 2020filed 17 May 2021
Thomas R. Carper Senate: U.S. Senate eFDSenatorsoldspouse$1k–$15k30 Oct 2020filed 2 Nov 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders2,737+88 on the quarter
New · exited225 · 140
Reported value$80.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COadded · filed 12 Aug 202644,570,998$6.6B+1,132,592+2.6%
BANK OF AMERICA CORPreduced · filed 14 Aug 202633,264,973$4.9B-550,332−1.6%
FMR LLCadded · filed 13 Aug 202624,758,624$3.7B+1,181,684+5.0%
JONES FINANCIAL COMPANIES LLLPadded · filed 14 Aug 202622,721,296$3.3B+2,856,629+14.4%
MORGAN STANLEYadded · filed 13 Aug 202619,117,415$2.8B+884,035+4.8%
LPL Financial LLCreduced · filed 7 Aug 202616,331,080$2.4B-307,924−1.9%
ENVESTNET ASSET MANAGEMENT INCreduced · filed 3 Aug 202616,219,396$2.4B-1,667,137−9.3%
WELLS FARGO & COMPANYreduced · filed 14 Aug 202614,487,402$2.1B-236,203−1.6%
RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 202614,111,531$2.1B-27,196−0.2%
Bank of New York Mellon Corpreduced · filed 6 Aug 202611,648,436$1.7B-154,358−1.3%
31 Mar 2023 – 30 Jun 2026
190023032706Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

John Boozman SenateSenator · last 19 Aug 20262 · 0
David McCormick SenateSenator · last 6 May 20250 · 1
Scott Franklin HouseFL18 · last 6 Aug 20240 · 5
Thomas R. Carper SenateSenator · last 15 Feb 20231 · 2
Carol D. Miller HouseWV03 · last 1 Nov 20221 · 0
Joe Courtney HouseCT02 · last 9 Oct 20201 · 0
David P. Joyce HouseOH14 · last 24 Jul 20192 · 0
Carlos Curbelo HouseFL26 · last 28 Aug 20184 · 2
Rubén Hinojosa HouseTX15 · last 21 Aug 20150 · 2

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.