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

Pacific Sun Financial’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 		$1.13M Sell
7,631
-259
-3% -$35.5K 0.47% 62
2026
Q1 		$981K Sell
7,890
-155
-2% -$19.7K 0.48% 63
2025
Q4 		$967K Sell
8,045
-120
-1% -$14.4K 0.47% 67
2025
Q3 		$970K Sell
8,165
-170
-2% -$19.6K 0.47% 64
2025
Q2 		$911K Sell
8,335
-408
-5% -$42.2K 0.48% 65
2025
Q1 		$914K Buy
8,743
+63
+0.7% +$7.11K 0.52% 58
2024
Q4 		$1M Sell
8,680
-47
-0.5% -$5.62K 0.54% 54
2024
Q3 		$1.02M Buy
8,727
+13
+0.1% +$1.47K 0.56% 52
2024
Q2 		$929K Sell
8,714
-205
-2% -$21.9K 0.55% 54
2024
Q1 		$986K Buy
8,919
+30
+0.3% +$3.19K 0.57% 53
2023
Q4 		$962K Sell
8,889
-31
-0.3% -$2.99K 0.61% 50
2023
Q3 		$841K Sell
8,920
-570
-6% -$56.9K 0.58% 53
2023
Q2 		$918K Buy
+9,490
New +$904K 0.61% 50
2022
Q4 		$900K Sell
9,510
-274
-3% -$26.3K 0.63% 48
2022
Q3 		$853K Hold
9,784
– – 0.6% 55
2022
Q2 		$904K Buy
9,784
+45
+0.5% +$4.47K 0.6% 54
2022
Q1 		$1.05M Buy
9,739
+160
+2% +$17.3K 0.58% 55
2021
Q4 		$1.1M Hold
9,579
– – 0.59% 54
2021
Q3 		$1.05M Buy
+9,579
New +$1.05M 0.6% 53
2020
Q3 		$685K Buy
9,750
+2
+0% +$143 0.57% 59
2020
Q2 		$666K Sell
9,748
-210
-2% -$13.3K 0.6% 60
2020
Q1 		$559K Buy
9,958
+861
+9% +$64.1K 0.64% 57
2019
Q4 		$763K Sell
9,097
-20
-0.2% -$1.61K 0.67% 50
2019
Q3 		$710K Buy
9,117
+340
+4% +$26.3K 0.67% 52
2019
Q2 		$687K Buy
+8,777
New +$681K 0.66% 52
2018
Q2 		$607K Buy
6,953
+130
+2% +$10.6K 0.63% 56
2018
Q1 		$525K Buy
6,823
+2,623
+62% +$204K 0.69% 50
2017
Q4 		$323K Buy
+4,200
New +$317K 0.18% 101

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pacific Sun Financial's IJR Position: Q2 2026 in Review

Pacific Sun Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, selling an estimated $35.5K and leaving 7,631 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #62.

Pacific Sun Financial first reported a position in IJR in Q4 2017 and has held it in 28 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pacific Sun Financial held 7,631 shares of iShares Core S&P Small-Cap ETF worth $1.13M as of Q2 2026.
  • Pacific Sun Financial sold 259 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core S&P Small-Cap ETF made up 0.47% of Pacific Sun Financial's portfolio in Q2 2026, its #62 holding.
  • Pacific Sun Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.