CA
IJR icon

Chatterton & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chatterton & Associates’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
Q2 		$375K Buy
2,576
+162
+7% +$22.2K 0.22% 68
2026
Q1 		$316K Buy
+2,414
New +$307K 0.22% 72

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Chatterton & Associates's IJR Position: Q2 2026 in Review

Chatterton & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,576 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #68.

Chatterton & Associates first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 1,906 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Chatterton & Associates held 2,576 shares of iShares Core S&P Small-Cap ETF worth $375K as of Q2 2026.
  • Chatterton & Associates bought 162 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Chatterton & Associates's portfolio in Q2 2026, its #68 holding.
  • Chatterton & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,906 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.