Trustees of Dartmouth College’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Trustees of Dartmouth College’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	$16.9M	Sell	136,011 -38,589	-22%	-$4.9M	6.72%	6
2025 Q4	$21M	Hold	174,600	–	–	5.34%	5
2025 Q3	$20.7M	Hold	174,600	–	–	5.33%	6
2025 Q2	$19.1M	Sell	174,600 -75,400	-30%	-$7.79M	5.35%	5
2025 Q1	$26.1M	Buy	+250,000	New	+$28.2M	7.4%	4

Other funds holding IJR

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

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

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

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Trustees of Dartmouth College's IJR Position: Q1 2026 in Review

Trustees of Dartmouth College reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q1 2026, selling an estimated $4.9M and leaving 136,011 shares worth $16.9M. The position accounts for 6.72% of the portfolio, ranked #6.

Trustees of Dartmouth College first reported a position in IJR in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.1M in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Trustees of Dartmouth College held 136,011 shares of iShares Core S&P Small-Cap ETF worth $16.9M as of Q1 2026.
Trustees of Dartmouth College sold 38,589 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.9M.
iShares Core S&P Small-Cap ETF made up 6.72% of Trustees of Dartmouth College's portfolio in Q1 2026, its #6 holding.
Trustees of Dartmouth College first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Trustees of Dartmouth College's iShares Core S&P Small-Cap ETF position peaked at $26.1M in Q1 2025.
2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Trustees of Dartmouth College's 13F filing for Q1 2026, filed 14 May 2026.