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Pachira Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pachira Investments’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 		$9.75M Sell
65,753
-2,694
-4% -$370K 3.68% 12
2026
Q1 		$8.51M Sell
68,447
-3,138
-4% -$399K 3.98% 9
2025
Q4 		$8.6M Sell
71,585
-8,844
-11% -$1.06M 4.19% 7
2025
Q3 		$9.56M Sell
80,429
-5,510
-6% -$634K 5.37% 6
2025
Q2 		$9.39M Sell
85,939
-3,947
-4% -$408K 7.1% 4
2025
Q1 		$9.35M Sell
89,886
-821
-0.9% -$92.6K 6.57% 3
2024
Q4 		$10.4M Sell
90,707
-108
-0.1% -$12.9K 6.38% 3
2024
Q3 		$10.6M Sell
90,815
-674
-0.7% -$76.1K 8.18% 3
2024
Q2 		$9.76M Sell
91,489
-595
-0.6% -$63.7K 8.65% 3
2024
Q1 		$10.2M Sell
92,084
-8,018
-8% -$851K 8.32% 4
2023
Q4 		$10.8M Sell
100,102
-2,495
-2% -$240K 9.57% 2
2023
Q3 		$9.68M Sell
102,597
-2,751
-3% -$275K 10.87% 2
2023
Q2 		$10.5M Buy
105,348
+97,654
+1,269% +$9.3M 11.29% 2
2023
Q1 		$744K Buy
7,694
+143
+2% +$14.3K 3.21% 9
2022
Q4 		$715K Buy
7,551
+274
+4% +$26.3K 3.61% 9
2022
Q3 		$634K Sell
7,277
-117,766
-94% -$11.4M 2.82% 8
2022
Q2 		$11.6M Buy
125,043
+1,842
+1% +$183K 17.8% 2
2022
Q1 		$13.3M Buy
123,201
+4,361
+4% +$471K 10.28% 4
2021
Q4 		$13.6M Buy
118,840
+3,279
+3% +$374K 8.78% 4
2021
Q3 		$12.6M Sell
115,561
-1,682
-1% -$185K 8.98% 6
2021
Q2 		$13.2M Sell
117,243
-5,450
-4% -$608K 9.31% 5
2021
Q1 		$13.3M Buy
122,693
+3,855
+3% +$404K 9.79% 2
2020
Q4 		$10.9M Sell
118,838
-1,404
-1% -$115K 10.45% 4
2020
Q3 		$8.45M Sell
120,242
-2,767
-2% -$198K 11.01% 5
2020
Q2 		$8.4M Buy
123,009
+4,193
+4% +$265K 14.99% 5
2020
Q1 		$6.67M Sell
118,816
-228,292
-66% -$17M 26.75% 3
2019
Q4 		$29.1M Sell
347,108
-3,616
-1% -$291K 24.36% 2
2019
Q3 		$27.3M Buy
350,724
+721
+0.2% +$55.8K 30.38% 3
2019
Q2 		$27.4M Sell
350,003
-3,984
-1% -$309K 30.38% 3
2019
Q1 		$27.3M Buy
353,987
+4,388
+1% +$337K 24.55% 3
2018
Q4 		$24.2M Sell
349,599
-8,942
-2% -$691K 31.27% 2
2018
Q3 		$31.3M Sell
358,541
-8,067
-2% -$707K 31.27% 1
2018
Q2 		$30.6M Sell
366,608
-7,668
-2% -$625K 31.34% 1
2018
Q1 		$28.8M Buy
374,276
+2,128
+0.6% +$166K 24.06% 1
2017
Q4 		$28.6M Sell
372,148
-3,450
-0.9% -$260K 23.95% 3
2017
Q3 		$27.9M Sell
375,598
-2,354
-0.6% -$165K 24.56% 1
2017
Q2 		$26.5M Sell
377,952
-1,070
-0.3% -$74.1K 23.84% 3
2017
Q1 		$26.2M Buy
379,022
+13,326
+4% +$919K 23.88% 3
2016
Q4 		$25.1M Buy
+365,696
New +$23.6M 23.98% 1

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Pachira Investments's IJR Position: Q2 2026 in Review

Pachira Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $370K and leaving 65,753 shares worth $9.75M. The position accounts for 3.68% of the portfolio, ranked #12.

Pachira Investments first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. The position peaked at $31.3M in Q3 2018. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pachira Investments held 65,753 shares of iShares Core S&P Small-Cap ETF worth $9.75M as of Q2 2026.
  • Pachira Investments sold 2,694 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $370K.
  • iShares Core S&P Small-Cap ETF made up 3.68% of Pachira Investments's portfolio in Q2 2026, its #12 holding.
  • Pachira Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Pachira Investments's iShares Core S&P Small-Cap ETF position peaked at $31.3M in Q3 2018.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.