Pacific Excel Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pacific Excel Wealth 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 Q2	$225K	Buy	+1,515	New	+$208K	0.09%	202

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pacific Excel Wealth Advisors's IJR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,515 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #202 among its holdings.

2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pacific Excel Wealth Advisors held 1,515 shares of iShares Core S&P Small-Cap ETF worth $225K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #202 holding.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.