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

Pacifica 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 Q3	$95.3K	Hold	696	–	–	0.03%	154
2026 Q2	$102K	Hold	696	–	–	0.03%	158
2026 Q1	$86.5K	Sell	696 -165	-19%	-$21K	0.03%	168
2025 Q4	$104K	Sell	861 -4	-0.5%	-$478	0.05%	140
2025 Q3	$103K	Hold	865	–	–	0.04%	152
2025 Q2	$94.7K	Sell	865 -100	-10%	-$10.3K	0.04%	153
2025 Q1	$95.4K	Sell	965 -148	-13%	-$16.7K	0.04%	147
2024 Q4	$128K	Hold	1,113	–	–	0.06%	131
2024 Q3	$130K	Hold	1,113	–	–	0.05%	134
2024 Q2	$118K	Buy	1,113 +45	+4%	+$4.82K	0.05%	144
2024 Q1	$115K	Sell	1,068 -67	-6%	-$7.11K	0.05%	142
2023 Q4	$112K	Buy	1,135 +300	+36%	+$28.9K	0.06%	139
2023 Q3	$76.4K	Buy	835 +490	+142%	+$49K	0.04%	154
2023 Q2	$34.1K	Hold	345	–	–	0.02%	200
2023 Q1	$32.4K	Buy	345 +197	+133%	+$19.7K	0.02%	213
2022 Q4	$14K	Hold	148	–	–	0.01%	257
2022 Q3	$13K	Hold	148	–	–	0.01%	273
2022 Q2	$14K	Hold	148	–	–	0.01%	278
2022 Q1	$16K	Hold	148	–	–	0.01%	270
2021 Q4	$17K	Hold	148	–	–	0.01%	260
2021 Q3	$16K	Hold	148	–	–	0.01%	244
2021 Q2	$16K	Hold	148	–	–	0.01%	231
2021 Q1	$16K	Hold	148	–	–	0.01%	218
2020 Q4	$14K	Buy	+148	New	+$12.2K	0.01%	217

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Pacifica Partners's IJR Position: Q3 2026 in Review

Pacifica Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 696 shares worth $95.3K. The position accounts for 0.03% of the portfolio, ranked #154.

Pacifica Partners first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $130K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Pacifica Partners held 696 shares of iShares Core S&P Small-Cap ETF worth $95.3K as of Q3 2026.
Pacifica Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Pacifica Partners's portfolio in Q3 2026, its #154 holding.
Pacifica Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Pacifica Partners's iShares Core S&P Small-Cap ETF position peaked at $130K in Q3 2024.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.