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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return