Chevy Chase Trust
IJR icon

Chevy Chase Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chevy Chase Trust’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 		$3.08M Buy
20,777
+96
+0.5% +$13.2K 0.01% 542
2026
Q1 		$2.57M Sell
20,681
-156
-0.7% -$19.8K 0.01% 546
2025
Q4 		$2.5M Buy
20,837
+1,179
+6% +$141K 0.01% 555
2025
Q3 		$2.34M Buy
19,658
+526
+3% +$60.5K 0.01% 551
2025
Q2 		$2.09M Buy
19,132
+317
+2% +$32.8K 0.01% 555
2025
Q1 		$1.97M Sell
18,815
-678
-3% -$76.5K 0.01% 557
2024
Q4 		$2.25M Sell
19,493
-1,309
-6% -$156K 0.01% 555
2024
Q3 		$2.43M Buy
20,802
+1,033
+5% +$117K 0.01% 546
2024
Q2 		$2.11M Buy
19,769
+470
+2% +$50.3K 0.01% 544
2024
Q1 		$2.13M Sell
19,299
-137
-0.7% -$14.5K 0.01% 541
2023
Q4 		$2.1M Sell
19,436
-2,004
-9% -$193K 0.01% 548
2023
Q3 		$2.02M Buy
21,440
+511
+2% +$51K 0.01% 540
2023
Q2 		$2.09M Buy
20,929
+1,275
+6% +$121K 0.01% 539
2023
Q1 		$1.9M Sell
19,654
-489
-2% -$48.9K 0.01% 543
2022
Q4 		$1.91M Sell
20,143
-407
-2% -$39K 0.01% 561
2022
Q3 		$1.79M Sell
20,550
-2,109
-9% -$205K 0.01% 548
2022
Q2 		$2.09M Buy
22,659
+1,491
+7% +$148K 0.01% 543
2022
Q1 		$2.28M Sell
21,168
-1,271
-6% -$137K 0.01% 544
2021
Q4 		$2.57M Buy
22,439
+28
+0.1% +$3.19K 0.01% 546
2021
Q3 		$2.45M Sell
22,411
-1,438
-6% -$158K 0.01% 549
2021
Q2 		$2.69M Sell
23,849
-2,065
-8% -$230K 0.01% 544
2021
Q1 		$2.81M Sell
25,914
-3,278
-11% -$343K 0.01% 538
2020
Q4 		$2.68M Buy
29,192
+2,865
+11% +$235K 0.01% 536
2020
Q3 		$1.85M Buy
26,327
+2,577
+11% +$185K 0.01% 543
2020
Q2 		$1.62M Sell
23,750
-382
-2% -$24.1K 0.01% 544
2020
Q1 		$1.35M Sell
24,132
-419
-2% -$31.2K 0.01% 537
2019
Q4 		$2.06M Buy
24,551
+983
+4% +$79.1K 0.01% 548
2019
Q3 		$1.83M Sell
23,568
-2,896
-11% -$224K 0.01% 548
2019
Q2 		$2.07M Sell
26,464
-751
-3% -$58.3K 0.01% 546
2019
Q1 		$2.18M Buy
27,215
+2,566
+10% +$197K 0.01% 545
2018
Q4 		$1.71M Buy
24,649
+515
+2% +$39.8K 0.01% 554
2018
Q3 		$2.1M Sell
24,134
-2,317
-9% -$203K 0.01% 548
2018
Q2 		$2.21M Buy
26,451
+127
+0.5% +$10.3K 0.01% 547
2018
Q1 		$2.03M Sell
26,324
-2,324
-8% -$181K 0.01% 550
2017
Q4 		$2.2M Buy
28,648
+39
+0.1% +$2.94K 0.01% 544
2017
Q3 		$2.12M Buy
28,609
+1,434
+5% +$100K 0.01% 543
2017
Q2 		$1.91M Sell
27,175
-20
-0.1% -$1.39K 0.01% 545
2017
Q1 		$1.88M Sell
27,195
-1,227
-4% -$84.6K 0.01% 540
2016
Q4 		$1.95M Sell
28,422
-1,238
-4% -$79.8K 0.01% 540
2016
Q3 		$1.84M Sell
29,660
-1,632
-5% -$99.7K 0.01% 536
2016
Q2 		$1.82M Sell
31,292
-1,430
-4% -$81.5K 0.01% 535
2016
Q1 		$1.84M Sell
32,722
-14,922
-31% -$779K 0.01% 536
2015
Q4 		$2.62M Sell
47,644
-3,786
-7% -$213K 0.02% 526
2015
Q3 		$2.74M Sell
51,430
-11,894
-19% -$675K 0.02% 529
2015
Q2 		$3.73M Sell
63,324
-72,028
-53% -$4.26M 0.02% 508
2015
Q1 		$7.99M Sell
135,352
-53,184
-28% -$3.05M 0.05% 402
2014
Q4 		$10.8M Sell
188,536
-60,464
-24% -$3.3M 0.07% 322
2014
Q3 		$13M Sell
249,000
-17,288
-6% -$941K 0.08% 266
2014
Q2 		$14.9M Sell
266,288
-18,926
-7% -$1.02M 0.1% 222
2014
Q1 		$15.7M Buy
285,214
+18,026
+7% +$975K 0.11% 207
2013
Q4 		$14.6M Buy
267,188
+21,026
+9% +$1.1M 0.11% 211
2013
Q3 		$12.3M Buy
246,162
+51,060
+26% +$2.47M 0.1% 232
2013
Q2 		$8.81M Buy
+195,102
New +$8.64M 0.08% 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Chevy Chase Trust's IJR Position: Q2 2026 in Review

Chevy Chase Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.46% in Q2 2026, buying an estimated $13.2K and bringing the position to 20,777 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #542.

Chevy Chase Trust first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.7M in Q1 2014. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Chevy Chase Trust held 20,777 shares of iShares Core S&P Small-Cap ETF worth $3.08M as of Q2 2026.
  • Chevy Chase Trust bought 96 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #542 holding.
  • Chevy Chase Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's iShares Core S&P Small-Cap ETF position peaked at $15.7M in Q1 2014.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.