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

Choate Investment Advisors’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 		$1.93M Sell
15,504
-357
-2% -$45.4K 0.04% 170
2025
Q4 		$1.91M Sell
15,861
-27,766
-64% -$3.32M 0.04% 160
2025
Q3 		$5.18M Sell
43,627
-18,017
-29% -$2.07M 0.11% 84
2025
Q2 		$6.74M Sell
61,644
-392,737
-86% -$40.6M 0.15% 73
2025
Q1 		$47.5M Buy
454,381
+13,126
+3% +$1.48M 1.18% 14
2024
Q4 		$50.8M Buy
441,255
+3,680
+0.8% +$440K 1.22% 13
2024
Q3 		$51.2M Buy
437,575
+20,255
+5% +$2.29M 1.3% 11
2024
Q2 		$44.5M Buy
417,320
+74,848
+22% +$8.01M 1.17% 11
2024
Q1 		$37.9M Buy
342,472
+261,817
+325% +$27.8M 1.02% 13
2023
Q4 		$8.73M Sell
80,655
-14,706
-15% -$1.42M 0.27% 43
2023
Q3 		$9M Sell
95,361
-16,026
-14% -$1.6M 0.35% 31
2023
Q2 		$11.1M Sell
111,387
-1,275,946
-92% -$121M 0.46% 21
2023
Q1 		$134M Buy
1,387,333
+400,158
+41% +$40M 6.48% 3
2022
Q4 		$93.4M Buy
987,175
+331,402
+51% +$31.8M 5.64% 4
2022
Q3 		$57.2M Buy
655,773
+223,966
+52% +$21.8M 3.77% 5
2022
Q2 		$39.9M Buy
431,807
+419,017
+3,276% +$41.7M 2.42% 6
2022
Q1 		$1.38M Buy
12,790
+2,650
+26% +$286K 0.07% 114
2021
Q4 		$1.16M Buy
10,140
+1,867
+23% +$213K 0.07% 126
2021
Q3 		$904K Sell
8,273
-1,374
-14% -$151K 0.06% 134
2021
Q2 		$1.09M Sell
9,647
-13,372
-58% -$1.49M 0.07% 119
2021
Q1 		$2.5M Sell
23,019
-358
-2% -$37.5K 0.15% 63
2020
Q4 		$2.15M Sell
23,377
-2,767
-11% -$227K 0.13% 67
2020
Q3 		$1.84M Sell
26,144
-8,597
-25% -$616K 0.12% 72
2020
Q2 		$2.37M Sell
34,741
-21,730
-38% -$1.37M 0.17% 53
2020
Q1 		$3.17M Sell
56,471
-413,057
-88% -$30.8M 0.25% 44
2019
Q4 		$39.4M Buy
469,528
+7,704
+2% +$620K 2.39% 9
2019
Q3 		$35.9M Sell
461,824
-2,261
-0.5% -$175K 2.22% 9
2019
Q2 		$36.3M Sell
464,085
-64,386
-12% -$5M 2.17% 8
2019
Q1 		$40.8M Sell
528,471
-145,936
-22% -$11.2M 2.41% 8
2018
Q4 		$46.8M Buy
+674,407
New +$52.1M 3.01% 6
2018
Q3 		– Sell
-1,122,547
Closed -$93.7M – 207
2018
Q2 		$93.7M Sell
1,122,547
-351
-0% -$28.6K 5.44% 5
2018
Q1 		$86.5M Buy
1,122,898
+118,565
+12% +$9.23M 4.63% 6
2017
Q4 		$77.1M Buy
1,004,333
+378,989
+61% +$28.6M 3.95% 6
2017
Q3 		$46.4M Buy
625,344
+198,652
+47% +$13.9M 2.51% 10
2017
Q2 		$29.9M Buy
426,692
+1,047
+0.2% +$72.5K 1.69% 12
2017
Q1 		$29.4M Sell
425,645
-10,079
-2% -$695K 1.72% 9
2016
Q4 		$30M Buy
435,724
+42,480
+11% +$2.74M 1.9% 8
2016
Q3 		$24.4M Buy
393,244
+968
+0.2% +$59.1K 1.6% 11
2016
Q2 		$22.8M Buy
392,276
+23,168
+6% +$1.32M 1.58% 11
2016
Q1 		$20.8M Buy
369,108
+221,438
+150% +$11.6M 1.44% 11
2015
Q4 		$8.42M Sell
147,670
-179,714
-55% -$10.1M 0.61% 24
2015
Q3 		$17.4M Buy
327,384
+7,550
+2% +$428K 1.19% 13
2015
Q2 		$18.9M Buy
319,834
+49,242
+18% +$2.91M 1.09% 16
2015
Q1 		$16M Buy
270,592
+122,592
+83% +$7.02M 0.91% 16
2014
Q4 		$8.44M Buy
148,000
+31,012
+27% +$1.69M 0.5% 24
2014
Q3 		$6.1M Sell
116,988
-64,586
-36% -$3.51M 0.37% 30
2014
Q2 		$10.2M Sell
181,574
-118,182
-39% -$6.39M 0.6% 21
2014
Q1 		$16.5M Sell
299,756
-51,318
-15% -$2.77M 1.02% 17
2013
Q4 		$19.2M Sell
351,074
-34,526
-9% -$1.8M 1.25% 14
2013
Q3 		$19.2M Buy
385,600
+85,914
+29% +$4.15M 1.42% 12
2013
Q2 		$13.5M Buy
+299,686
New +$13.3M 1.08% 15

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Choate Investment Advisors's IJR Position: Q1 2026 in Review

Choate Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q1 2026, selling an estimated $45.4K and leaving 15,504 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #170.

Choate Investment Advisors first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $134M in Q1 2023. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Choate Investment Advisors held 15,504 shares of iShares Core S&P Small-Cap ETF worth $1.93M as of Q1 2026.
  • Choate Investment Advisors sold 357 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $45.4K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Choate Investment Advisors's portfolio in Q1 2026, its #170 holding.
  • Choate Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Choate Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $134M in Q1 2023.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.