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Pallas Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pallas Capital Advisors’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 		$399K Buy
2,688
+604
+29% +$82.9K 0.01% 650
2026
Q1 		$259K Sell
2,084
-4,879
-70% -$620K 0.01% 681
2025
Q4 		$837K Buy
6,963
+2,114
+44% +$253K 0.03% 397
2025
Q3 		$576K Sell
4,849
-129
-3% -$14.8K 0.02% 484
2025
Q2 		$544K Sell
4,978
-1,561
-24% -$161K 0.02% 480
2025
Q1 		$684K Sell
6,539
-777
-11% -$87.7K 0.03% 386
2024
Q4 		$843K Hold
7,316
– – 0.04% 268
2024
Q3 		$841K Buy
7,316
+17
+0.2% +$1.92K 0.04% 253
2024
Q2 		$836K Buy
7,299
+19
+0.3% +$2.03K 0.04% 226
2024
Q1 		$805K Sell
7,280
-2,815
-28% -$299K 0.03% 228
2023
Q4 		$1.09M Sell
10,095
-1,105
-10% -$106K 0.06% 202
2023
Q3 		$988K Buy
11,200
+3,659
+49% +$366K 0.06% 177
2023
Q2 		$771K Buy
7,541
+4,825
+178% +$459K 0.03% 172
2023
Q1 		$258K Hold
2,716
– – 0.02% 233
2022
Q4 		$272K Hold
2,716
– – 0.03% 232
2022
Q3 		$257K Sell
2,716
-219
-7% -$21.3K 0.03% 218
2022
Q2 		$285K Sell
2,935
-660
-18% -$65.6K 0.04% 191
2022
Q1 		$378K Sell
3,595
-406
-10% -$43.8K 0.05% 184
2021
Q4 		$419K Buy
4,001
+452
+13% +$51.5K 0.05% 210
2021
Q3 		$419K Sell
3,549
-1,787
-33% -$197K 0.05% 255
2021
Q2 		$580K Buy
+5,336
New +$595K 0.08% 173

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 22.9% 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

Pallas Capital Advisors's IJR Position: Q2 2026 in Review

Pallas Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q2 2026, buying an estimated $82.9K and bringing the position to 2,688 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #650.

Pallas Capital Advisors first reported a position in IJR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pallas Capital Advisors held 2,688 shares of iShares Core S&P Small-Cap ETF worth $399K as of Q2 2026.
  • Pallas Capital Advisors bought 604 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $82.9K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #650 holding.
  • Pallas Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.09M in Q4 2023.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.