Chandler Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chandler Asset 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 Q1	–	Sell	-9,150	Closed	-$1.1M	–	25
2025 Q4	$1.1M	Hold	9,150	–	–	0.17%	21
2025 Q3	$1.09M	Hold	9,150	–	–	0.18%	21
2025 Q2	$1M	Hold	9,150	–	–	0.18%	21
2025 Q1	$957K	Hold	9,150	–	–	0.18%	20
2024 Q4	$1.05M	Hold	9,150	–	–	0.2%	17
2024 Q3	$1.07M	Hold	9,150	–	–	0.2%	17
2024 Q2	$976K	Hold	9,150	–	–	0.2%	18
2024 Q1	$1.01M	Hold	9,150	–	–	0.21%	18
2023 Q4	$990K	Buy	+9,150	New	+$882K	0.23%	18

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chandler Asset Management's IJR Position: Q1 2026 in Review

Chandler Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 9,150 shares — an estimated $1.1M sold.

Chandler Asset Management first reported a position in IJR in Q4 2023 and held it in 9 quarters. The position peaked at $1.1M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Chandler Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Chandler Asset Management sold 9,150 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.1M.
Chandler Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 9 quarters.
Chandler Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1.1M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Chandler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.