Pacific Center for Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $844K | Sell |
6,786
-1,766
| -21% | -$224K | 0.21% | 43 |
|
|
2025
Q4 | $1.02M | Hold |
8,552
| – | – | 0.26% | 35 |
|
|
2025
Q3 | $1.02M | Buy |
8,552
+61
| +0.7% | +$7.02K | 0.26% | 35 |
|
|
2025
Q2 | $928K | Sell |
8,491
-811
| -9% | -$83.8K | 0.25% | 37 |
|
|
2025
Q1 | $973K | Sell |
9,302
-1,658
| -15% | -$187K | 0.26% | 32 |
|
|
2024
Q4 | $1.26M | Buy |
10,960
+8
| +0.1% | +$956 | 0.33% | 26 |
|
|
2024
Q3 | $1.28M | Sell |
10,952
-220
| -2% | -$24.9K | 0.34% | 26 |
|
|
2024
Q2 | $1.19M | Sell |
11,172
-1,998
| -15% | -$214K | 0.33% | 27 |
|
|
2024
Q1 | $1.46M | Sell |
13,170
-213,398
| -94% | -$22.7M | 0.42% | 24 |
|
|
2023
Q4 | $24.5M | Sell |
226,568
-954
| -0.4% | -$91.9K | 7.73% | 5 |
|
|
2023
Q3 | $21.5M | Buy |
227,522
+70,840
| +45% | +$7.08M | 7.29% | 5 |
|
|
2023
Q2 | $15.6M | Buy |
156,682
+1,691
| +1% | +$161K | 5.13% | 5 |
|
|
2023
Q1 | $15M | Buy |
+154,991
| New | +$15.5M | 5.17% | 5 |
|
|
2022
Q3 | $13M | Sell |
149,520
-1,601
| -1% | -$156K | 5.1% | 6 |
|
|
2022
Q2 | $14M | Buy |
151,121
+292
| +0.2% | +$29K | 5.76% | 6 |
|
|
2022
Q1 | $16.3M | Buy |
150,829
+135,615
| +891% | +$14.6M | 5.82% | 6 |
|
|
2021
Q4 | $1.74M | Sell |
15,214
-47
| -0.3% | -$5.36K | 0.7% | 15 |
|
|
2021
Q3 | $1.67M | Buy |
15,261
+1,435
| +10% | +$158K | 0.73% | 16 |
|
|
2021
Q2 | $1.56M | Buy |
13,826
+876
| +7% | +$97.7K | 0.68% | 17 |
|
|
2021
Q1 | $1.41M | Buy |
12,950
+2,618
| +25% | +$274K | 0.67% | 17 |
|
|
2020
Q4 | $950K | Buy |
10,332
+838
| +9% | +$68.8K | 0.35% | 21 |
|
|
2020
Q3 | $667K | Sell |
9,494
-1,949
| -17% | -$140K | 0.28% | 25 |
|
|
2020
Q2 | $781K | Sell |
11,443
-1,546
| -12% | -$97.6K | 0.38% | 22 |
|
|
2020
Q1 | $729K | Sell |
12,989
-67,501
| -84% | -$5.03M | 0.46% | 17 |
|
|
2019
Q4 | $6.75M | Sell |
80,490
-395
| -0.5% | -$31.8K | 2.97% | 11 |
|
|
2019
Q3 | $6.3M | Sell |
80,885
-2,402
| -3% | -$186K | 3.08% | 11 |
|
|
2019
Q2 | $6.52M | Sell |
83,287
-85,259
| -51% | -$6.62M | 3.34% | 11 |
|
|
2019
Q1 | $13M | Buy |
168,546
+1,923
| +1% | +$148K | 6.99% | 6 |
|
|
2018
Q4 | $11.6M | Buy |
166,623
+3,503
| +2% | +$271K | 6.21% | 7 |
|
|
2018
Q3 | $14.2M | Buy |
163,120
+1,536
| +1% | +$135K | 6.94% | 6 |
|
|
2018
Q2 | $13.5M | Buy |
161,584
+938
| +0.6% | +$76.4K | 7.92% | 5 |
|
|
2018
Q1 | $12.4M | Buy |
160,646
+2,851
| +2% | +$222K | 7.54% | 5 |
|
|
2017
Q4 | $12.1M | Buy |
157,795
+3
| +0% | +$226 | 7.42% | 5 |
|
|
2017
Q3 | $11.7M | Buy |
157,792
+1,005
| +0.6% | +$70.4K | 7.51% | 5 |
|
|
2017
Q2 | $11M | Buy |
156,787
+5,539
| +4% | +$384K | 7.37% | 5 |
|
|
2017
Q1 | $10.5M | Buy |
151,248
+140,540
| +1,312% | +$9.69M | 7.33% | 5 |
|
|
2016
Q4 | $736K | Buy |
+10,708
| New | +$691K | 0.56% | 19 |
|
Other funds holding IJR
Pacific Center for Financial Services's IJR Position: Q1 2026 in Review
Pacific Center for Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 21% in Q1 2026, selling an estimated $224K and leaving 6,786 shares worth $844K. The position accounts for 0.21% of the portfolio, ranked #43.
Pacific Center for Financial Services first reported a position in IJR in Q4 2016 and has held it in 37 quarters since. The position peaked at $24.5M in Q4 2023. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Pacific Center for Financial Services held 6,786 shares of iShares Core S&P Small-Cap ETF worth $844K as of Q1 2026.
- Pacific Center for Financial Services sold 1,766 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $224K.
- iShares Core S&P Small-Cap ETF made up 0.21% of Pacific Center for Financial Services's portfolio in Q1 2026, its #43 holding.
- Pacific Center for Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 37 quarters since.
- Pacific Center for Financial Services's iShares Core S&P Small-Cap ETF position peaked at $24.5M in Q4 2023.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.