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

Pacific Point 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	$1.78M	Hold	11,993	–	–	0.81%	40
2026 Q1	$1.49M	Hold	11,993	–	–	0.79%	34
2025 Q4	$1.44M	Hold	11,993	–	–	0.77%	36
2025 Q3	$1.43M	Hold	11,993	–	–	0.83%	40
2025 Q2	$1.31M	Sell	11,993 -200	-2%	-$20.7K	0.71%	42
2025 Q1	$1.28M	Buy	12,193 +593	+5%	+$66.9K	0.71%	41
2024 Q4	$1.37M	Buy	+11,600	New	+$1.39M	0.83%	24

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 Point Advisors's IJR Position: Q2 2026 in Review

Pacific Point Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 11,993 shares worth $1.78M. The position accounts for 0.81% of the portfolio, ranked #40.

Pacific Point Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pacific Point Advisors held 11,993 shares of iShares Core S&P Small-Cap ETF worth $1.78M as of Q2 2026.
Pacific Point Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.81% of Pacific Point Advisors's portfolio in Q2 2026, its #40 holding.
Pacific Point Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.