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

Pacific Sage Partners’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	$439K	Sell	2,957 -27	-0.9%	-$3.71K	0.06%	78
2026 Q1	$371K	Buy	2,984 +23	+0.8%	+$2.92K	0.06%	79
2025 Q4	$356K	Buy	2,961 +410	+16%	+$49K	0.06%	87
2025 Q3	$303K	Hold	2,551	–	–	0.05%	88
2025 Q2	$279K	Buy	2,551 +277	+12%	+$28.6K	0.06%	84
2025 Q1	$238K	Buy	2,274 +183	+9%	+$20.6K	0.05%	89
2024 Q4	$241K	Buy	2,091 +119	+6%	+$14.2K	0.05%	88
2024 Q3	$231K	Hold	1,972	–	–	0.05%	86
2024 Q2	$210K	Hold	1,972	–	–	0.05%	94
2024 Q1	$218K	Hold	1,972	–	–	0.06%	87
2023 Q4	$213K	Buy	+1,972	New	+$190K	0.06%	83

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 Sage Partners's IJR Position: Q2 2026 in Review

Pacific Sage Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.9% in Q2 2026, selling an estimated $3.71K and leaving 2,957 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #78.

Pacific Sage Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pacific Sage Partners held 2,957 shares of iShares Core S&P Small-Cap ETF worth $439K as of Q2 2026.
Pacific Sage Partners sold 27 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.71K.
iShares Core S&P Small-Cap ETF made up 0.06% of Pacific Sage Partners's portfolio in Q2 2026, its #78 holding.
Pacific Sage Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.