Chilton Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chilton Capital Management’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	$140K	Hold	942	–	–	﹤0.01%	258
2026 Q1	$117K	Buy	942 +600	+175%	+$76.2K	﹤0.01%	269
2025 Q4	$41.1K	Sell	342 -593	-63%	-$70.9K	﹤0.01%	350
2025 Q3	$111K	Buy	935 +924	+8,400%	+$106K	﹤0.01%	287
2025 Q2	$1.2K	Buy	+11	New	+$1.14K	﹤0.01%	508
2025 Q1	–	Sell	-86	Closed	-$9.91K	–	559
2024 Q4	$9.91K	Buy	+86	New	+$10.3K	﹤0.01%	459
2024 Q3	–	Sell	-65	Closed	-$6.93K	–	667
2024 Q2	$6.93K	Hold	65	–	–	﹤0.01%	505
2024 Q1	$7.18K	Hold	65	–	–	﹤0.01%	494
2023 Q4	$7.04K	Hold	65	–	–	﹤0.01%	491
2023 Q3	$6.13K	Hold	65	–	–	﹤0.01%	451
2023 Q2	$6.48K	Sell	65 -32	-33%	-$3.05K	﹤0.01%	468
2023 Q1	$9.38K	Buy	+97	New	+$9.7K	﹤0.01%	460
2022 Q1	–	Sell	-441	Closed	-$50K	–	397
2021 Q4	$50K	Buy	+441	New	+$50.3K	﹤0.01%	335

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Chilton Capital Management's IJR Position: Q2 2026 in Review

Chilton Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 942 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Chilton Capital Management first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Chilton Capital Management held 942 shares of iShares Core S&P Small-Cap ETF worth $140K as of Q2 2026.
Chilton Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #258 holding.
Chilton Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.