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

Pacific Sun Financial’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 		$409K Buy
3,455
+60
+2% +$7.25K 0.2% 139
2025
Q4 		$386K Sell
3,395
-40
-1% -$4.48K 0.19% 146
2025
Q3 		$380K Sell
3,435
-75
-2% -$7.96K 0.18% 143
2025
Q2 		$349K Sell
3,510
-120
-3% -$11.3K 0.18% 142
2025
Q1 		$354K Sell
3,630
-40
-1% -$4.22K 0.2% 140
2024
Q4 		$399K Sell
3,670
-60
-2% -$6.65K 0.22% 127
2024
Q3 		$402K Sell
3,730
-48
-1% -$4.99K 0.22% 125
2024
Q2 		$367K Sell
3,778
-300
-7% -$29.5K 0.22% 126
2024
Q1 		$419K Sell
4,078
-40
-1% -$3.97K 0.24% 120
2023
Q4 		$424K Sell
4,118
-20
-0.5% -$1.82K 0.27% 113
2023
Q3 		$369K Sell
4,138
-20
-0.5% -$1.91K 0.26% 114
2023
Q2 		$389K Buy
+4,158
New +$380K 0.26% 114
2022
Q4 		$380K Hold
4,158
– – 0.27% 114
2022
Q3 		$343K Hold
4,158
– – 0.24% 124
2022
Q2 		$370K Hold
4,158
– – 0.24% 121
2022
Q1 		$426K Buy
4,158
+120
+3% +$12.2K 0.23% 117
2021
Q4 		$422K Buy
4,038
+60
+2% +$6.29K 0.23% 116
2021
Q3 		$400K Buy
+3,978
New +$402K 0.23% 116
2020
Q3 		$239K Buy
3,898
+70
+2% +$4.4K 0.2% 134
2020
Q2 		$230K Buy
+3,828
New +$215K 0.21% 129
2020
Q1 		– Sell
-3,418
Closed -$275K – 129
2019
Q4 		$275K Sell
3,418
-16
-0.5% -$1.24K 0.24% 115
2019
Q3 		$258K Buy
3,434
+340
+11% +$25K 0.24% 115
2019
Q2 		$230K Buy
+3,094
New +$230K 0.22% 120
2018
Q1 		– Sell
-3,280
Closed -$252K – 154
2017
Q4 		$252K Buy
+3,280
New +$247K 0.14% 123

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 Sun Financial's IJS Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.8% in Q1 2026, buying an estimated $7.25K and bringing the position to 3,455 shares worth $409K. The position accounts for 0.2% of the portfolio, ranked #139.

Pacific Sun Financial first reported a position in IJS in Q4 2017 and has held it in 24 quarters since. The position peaked at $426K in Q1 2022. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Pacific Sun Financial held 3,455 shares of iShares S&P Small-Cap 600 Value ETF worth $409K as of Q1 2026.
  • Pacific Sun Financial bought 60 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $7.25K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.2% of Pacific Sun Financial's portfolio in Q1 2026, its #139 holding.
  • Pacific Sun Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 24 quarters since.
  • Pacific Sun Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $426K in Q1 2022.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.