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CHB Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CHB Investment Group’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
2025
Q2 		$1.02M Sell
9,365
-434
-4% -$44.9K 0.52% 56
2025
Q1 		$1.02M Sell
9,799
-654
-6% -$73.8K 0.54% 59
2024
Q4 		$1.2M Sell
10,453
-1,790
-15% -$214K 0.65% 57
2024
Q3 		$1.43M Buy
+12,243
New +$1.38M 0.76% 58

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CHB Investment Group's IJR Position: Q2 2025 in Review

CHB Investment Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2025, selling an estimated $44.9K and leaving 9,365 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #56.

CHB Investment Group first reported a position in IJR in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2024. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • CHB Investment Group held 9,365 shares of iShares Core S&P Small-Cap ETF worth $1.02M as of Q2 2025.
  • CHB Investment Group sold 434 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $44.9K.
  • iShares Core S&P Small-Cap ETF made up 0.52% of CHB Investment Group's portfolio in Q2 2025, its #56 holding.
  • CHB Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's iShares Core S&P Small-Cap ETF position peaked at $1.43M in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.