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

Chilton Investment Company’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	$1.39M	Buy	9,377 +6,446	+220%	+$885K	0.03%	149
2026 Q1	$364K	Buy	2,931 +34	+1%	+$4.32K	0.01%	221
2025 Q4	$348K	Buy	+2,897	New	+$346K	0.01%	228
2024 Q1	–	Sell	-44,518	Closed	-$4.82M	–	188
2023 Q4	$4.82M	Hold	44,518	–	–	0.14%	53
2023 Q3	$4.2M	Hold	44,518	–	–	0.13%	53
2023 Q2	$4.44M	Hold	44,518	–	–	0.13%	54
2023 Q1	$4.3M	Hold	44,518	–	–	0.13%	57
2022 Q4	$4.21M	Hold	44,518	–	–	0.13%	54
2022 Q3	$3.88M	Hold	44,518	–	–	0.12%	52
2022 Q2	$4.11M	Buy	44,518 +196	+0.4%	+$19.5K	0.11%	57
2022 Q1	$4.78M	Sell	44,322 -19,242	-30%	-$2.08M	0.11%	48
2021 Q4	$7.28M	Sell	63,564 -51	-0.1%	-$5.81K	0.15%	47
2021 Q3	$6.95M	Buy	+63,615	New	+$7M	0.17%	49

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 Investment Company's IJR Position: Q2 2026 in Review

Chilton Investment Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 220% in Q2 2026, buying an estimated $885K and bringing the position to 9,377 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #149.

Chilton Investment Company first reported a position in IJR in Q3 2021 and has held it in 13 quarters since. The position peaked at $7.28M in Q4 2021. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Chilton Investment Company held 9,377 shares of iShares Core S&P Small-Cap ETF worth $1.39M as of Q2 2026.
Chilton Investment Company bought 6,446 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $885K.
iShares Core S&P Small-Cap ETF made up 0.03% of Chilton Investment Company's portfolio in Q2 2026, its #149 holding.
Chilton Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 13 quarters since.
Chilton Investment Company's iShares Core S&P Small-Cap ETF position peaked at $7.28M in Q4 2021.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.