Chatterton & Associates
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
Q3 		– Sell
-2,576
Closed -$375K – 108
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Chatterton & Associates's IJR Position: Q3 2026 in Review

Chatterton & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 2,576 shares — an estimated $375K sold.

Chatterton & Associates first reported a position in IJR in Q1 2026 and held it in 2 quarters. The position peaked at $375K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Chatterton & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Chatterton & Associates sold 2,576 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $375K.
  • Chatterton & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and held it in 2 quarters.
  • Chatterton & Associates's iShares Core S&P Small-Cap ETF position peaked at $375K in Q2 2026.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.