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Pacific Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Pacific Financial Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Buy
9,683
+766
+9% +$92.5K 0.62% 39
2025
Q4 		$1.01M Sell
8,917
-3,581
-29% -$401K 0.56% 40
2025
Q3 		$1.38M Sell
12,498
-84
-0.7% -$8.92K 1.02% 23
2025
Q2 		$1.25M Sell
12,582
-1,482
-11% -$140K 0.98% 23
2025
Q1 		$1.37M Sell
14,064
-342
-2% -$36.1K 1.11% 20
2024
Q4 		$1.56M Sell
14,406
-554
-4% -$61.4K 1.16% 18
2024
Q3 		$1.61M Sell
14,960
-531
-3% -$55.1K 1.18% 19
2024
Q2 		$1.51M Sell
15,491
-1,160
-7% -$114K 1.07% 19
2024
Q1 		$1.71M Buy
16,651
+265
+2% +$26.3K 1.18% 19
2023
Q4 		$1.69M Buy
16,386
+437
+3% +$39.8K 1.26% 19
2023
Q3 		$1.42M Buy
15,949
+67
+0.4% +$6.38K 0.93% 26
2023
Q2 		$1.51M Sell
15,882
-780
-5% -$71.3K 0.99% 23
2023
Q1 		$1.56M Sell
16,662
-168
-1% -$16.4K 1.18% 19
2022
Q4 		$1.54M Buy
16,830
+1,023
+6% +$94.2K 1.15% 20
2022
Q3 		$1.3M Sell
15,807
-1,344
-8% -$124K 1.17% 19
2022
Q2 		$1.53M Sell
17,151
-1,694
-9% -$162K 1.13% 22
2022
Q1 		$1.93M Buy
18,845
+1,158
+7% +$118K 1.26% 23
2021
Q4 		$1.88M Buy
17,687
+452
+3% +$47.4K 1.23% 22
2021
Q3 		$1.74M Buy
17,235
+1,278
+8% +$129K 1.24% 24
2021
Q2 		$1.68M Sell
15,957
-175
-1% -$18.3K 1.16% 26
2021
Q1 		$1.63M Sell
16,132
-361
-2% -$34.2K 1.31% 19
2020
Q4 		$1.34M Buy
16,493
+83
+0.5% +$6.03K 1.18% 24
2020
Q3 		$1M Sell
16,410
-3,626
-18% -$228K 0.79% 34
2020
Q2 		$1M Hold
20,036
– – 1.04% 26
2020
Q1 		$1M Sell
20,036
-166
-0.8% -$11.5K 1.03% 27
2019
Q4 		$1.62M Sell
20,202
-4
-0% -$310 0.16% 50
2019
Q3 		$1.5M Buy
20,206
+350
+2% +$25.7K 0.16% 47
2019
Q2 		$1.47M Hold
19,856
– – 0.18% 45
2019
Q1 		$1.47M Buy
19,856
+716
+4% +$52.9K 0.18% 45
2018
Q4 		$1.26M Buy
+19,140
New +$1.42M 0.2% 38
2016
Q2 		$996K Buy
+17,046
New +$978K 1.78% 16
2015
Q4 		$918K Sell
16,972
-456
-3% -$25.3K 1.71% 16
2015
Q3 		$913K Buy
17,428
+1,336
+8% +$74.2K 1.2% 22
2015
Q2 		$947K Sell
16,092
-270
-2% -$16.1K 1.08% 23
2015
Q1 		$973K Sell
16,362
-20
-0.1% -$1.16K 1.27% 28
2014
Q4 		$966K Buy
16,382
+158
+1% +$8.92K 0.29% 24
2014
Q3 		$870K Sell
16,224
-120
-0.7% -$6.75K 0.89% 18
2014
Q2 		$943K Sell
16,344
-278
-2% -$15.6K 1.5% 16
2014
Q1 		$943K Sell
16,622
-32
-0.2% -$1.77K 0.39% 20
2013
Q4 		$926K Sell
16,654
-146
-0.9% -$7.79K 1.78% 15
2013
Q3 		$858K Sell
16,800
-41,942
-71% -$2.09M 0.61% 22
2013
Q2 		$2.74M Buy
+58,742
New +$2.69M 6% 6

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Pacific Financial Group's IJS Position: Q1 2026 in Review

Pacific Financial Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.6% in Q1 2026, buying an estimated $92.5K and bringing the position to 9,683 shares worth $1.15M. The position accounts for 0.62% of the portfolio, ranked #39.

Pacific Financial Group first reported a position in IJS in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.74M in Q2 2013. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Pacific Financial Group held 9,683 shares of iShares S&P Small-Cap 600 Value ETF worth $1.15M as of Q1 2026.
  • Pacific Financial Group bought 766 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $92.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.62% of Pacific Financial Group's portfolio in Q1 2026, its #39 holding.
  • Pacific Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 42 quarters since.
  • Pacific Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $2.74M in Q2 2013.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.