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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
Q2 		$102K Hold
696
– – 0.03% 158
2026
Q1 		$86.5K Sell
696
-165
-19% -$21K 0.03% 168
2025
Q4 		$105K 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

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Pacifica Partners's IJR Position: Q2 2026 in Review

Pacifica Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 696 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #158.

Pacifica Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $130K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pacifica Partners held 696 shares of iShares Core S&P Small-Cap ETF worth $102K as of Q2 2026.
  • Pacifica Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Pacifica Partners's portfolio in Q2 2026, its #158 holding.
  • Pacifica Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Pacifica Partners's iShares Core S&P Small-Cap ETF position peaked at $130K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.