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

Chesley Taft & 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 		$55.1M Buy
371,712
+1,597
+0.4% +$219K 2.15% 10
2026
Q1 		$46M Buy
370,115
+4,780
+1% +$607K 1.92% 10
2025
Q4 		$43.9M Buy
365,335
+21,656
+6% +$2.59M 1.73% 13
2025
Q3 		$40.8M Sell
343,679
-13,137
-4% -$1.51M 1.73% 12
2025
Q2 		$39M Sell
356,816
-14,648
-4% -$1.51M 1.74% 11
2025
Q1 		$38.8M Sell
371,464
-5,663
-2% -$639K 1.88% 12
2024
Q4 		$43.5M Buy
377,127
+10,863
+3% +$1.3M 2.02% 9
2024
Q3 		$42.8M Buy
366,264
+3,893
+1% +$440K 2.04% 9
2024
Q2 		$38.7M Buy
362,371
+7,195
+2% +$770K 1.94% 12
2024
Q1 		$39.3M Buy
355,176
+1,508
+0.4% +$160K 2.01% 12
2023
Q4 		$38.3M Buy
353,668
+111,598
+46% +$10.8M 2.15% 9
2023
Q3 		$22.8M Buy
242,070
+263
+0.1% +$26.3K 1.48% 18
2023
Q2 		$24.1M Buy
241,807
+3,759
+2% +$358K 1.48% 17
2023
Q1 		$23M Sell
238,048
-32,970
-12% -$3.3M 1.51% 17
2022
Q4 		$25.6M Sell
271,018
-2,165
-0.8% -$208K 1.77% 12
2022
Q3 		$23.8M Sell
273,183
-991
-0.4% -$96.3K 1.75% 13
2022
Q2 		$25.3M Sell
274,174
-15,982
-6% -$1.59M 1.73% 12
2022
Q1 		$30.2M Sell
290,156
-139,344
-32% -$15M 1.77% 12
2021
Q4 		$49.2M Buy
429,500
+170,127
+66% +$19.4M 2.55% 6
2021
Q3 		$28.3M Buy
259,373
+2,755
+1% +$303K 1.62% 16
2021
Q2 		$29M Buy
256,618
+676
+0.3% +$75.4K 1.67% 15
2021
Q1 		$28.3M Buy
255,942
+20,559
+9% +$2.15M 1.69% 14
2020
Q4 		$21.6M Buy
235,383
+6,520
+3% +$536K 1.38% 20
2020
Q3 		$16.1M Sell
228,863
-8,915
-4% -$639K 1.14% 25
2020
Q2 		$16.2M Sell
237,778
-9,533
-4% -$602K 1.24% 26
2020
Q1 		$13.9M Sell
247,311
-164,752
-40% -$12.3M 1.26% 25
2019
Q4 		$34.6M Sell
412,063
-4,860
-1% -$391K 2.49% 6
2019
Q3 		$32.5M Sell
416,923
-10,822
-3% -$838K 2.51% 6
2019
Q2 		$33.5M Sell
427,745
-15,078
-3% -$1.17M 2.61% 5
2019
Q1 		$34.2M Buy
442,823
+52,722
+14% +$4.05M 2.84% 3
2018
Q4 		$27M Sell
390,101
-77,691
-17% -$6M 2.61% 4
2018
Q3 		$40.8M Buy
467,792
+31,040
+7% +$2.72M 3.25% 2
2018
Q2 		$36.5M Buy
436,752
+98,041
+29% +$7.99M 3.13% 2
2018
Q1 		$26.1M Buy
338,711
+45,104
+15% +$3.51M 2.32% 5
2017
Q4 		$22.6M Sell
293,607
-2,928
-1% -$221K 1.91% 7
2017
Q3 		$22M Sell
296,535
-1,868
-0.6% -$131K 1.9% 8
2017
Q2 		$20.9M Sell
298,403
-1,105
-0.4% -$76.5K 1.89% 9
2017
Q1 		$20.7M Sell
299,508
-2,996
-1% -$207K 1.95% 10
2016
Q4 		$20.8M Sell
302,504
-1,246
-0.4% -$80.4K 2.06% 8
2016
Q3 		$18.9M Buy
303,750
+9,430
+3% +$576K 1.9% 10
2016
Q2 		$17.1M Buy
294,320
+1,900
+0.6% +$108K 1.75% 12
2016
Q1 		$16.5M Buy
292,420
+420
+0.1% +$21.9K 1.74% 12
2015
Q4 		$16.1M Sell
292,000
-19,312
-6% -$1.09M 1.69% 12
2015
Q3 		$16.6M Buy
311,312
+4,680
+2% +$265K 1.81% 11
2015
Q2 		$18.1M Buy
306,632
+27,002
+10% +$1.6M 1.84% 10
2015
Q1 		$16.5M Buy
279,630
+9,770
+4% +$560K 1.69% 11
2014
Q4 		$15.4M Sell
269,860
-123,636
-31% -$6.75M 1.56% 16
2014
Q3 		$20.5M Sell
393,496
-5,370
-1% -$292K 2.15% 5
2014
Q2 		$22.4M Buy
398,866
+44,160
+12% +$2.39M 2.31% 4
2014
Q1 		$19.5M Buy
354,706
+4,312
+1% +$233K 2.09% 5
2013
Q4 		$19.1M Sell
350,394
-12,846
-4% -$671K 1.91% 5
2013
Q3 		$18.1M Buy
363,240
+11,050
+3% +$534K 1.98% 6
2013
Q2 		$15.9M Buy
+352,190
New +$15.6M 1.84% 9

Other funds holding IJR

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Chesley Taft & Associates's IJR Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q2 2026, buying an estimated $219K and bringing the position to 371,712 shares worth $55.1M. The position accounts for 2.15% of the portfolio, ranked #10.

Chesley Taft & Associates first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 1,463 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Chesley Taft & Associates held 371,712 shares of iShares Core S&P Small-Cap ETF worth $55.1M as of Q2 2026.
  • Chesley Taft & Associates bought 1,597 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $219K.
  • iShares Core S&P Small-Cap ETF made up 2.15% of Chesley Taft & Associates's portfolio in Q2 2026, its #10 holding.
  • Chesley Taft & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,463 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.