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

Panoramic Capital 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 Q1	$16M	Buy	128,607 +4,200	+3%	+$534K	9.85%	4
2025 Q4	$15M	Buy	124,407 +1,050	+0.9%	+$126K	9.17%	4
2025 Q3	$14.7M	Buy	123,357 +5,054	+4%	+$581K	9.42%	4
2025 Q2	$13.4M	Buy	118,303 +21,951	+23%	+$2.27M	9.28%	4
2025 Q1	$8.73M	Buy	96,352 +12,502	+15%	+$1.41M	8.99%	4
2024 Q4	$9.66M	Buy	+83,850	New	+$10M	8.49%	4

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Panoramic Capital Partners's IJR Position: Q1 2026 in Review

Panoramic Capital Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q1 2026, buying an estimated $534K and bringing the position to 128,607 shares worth $16M. The position accounts for 9.85% of the portfolio, ranked #4.

Panoramic Capital Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Panoramic Capital Partners held 128,607 shares of iShares Core S&P Small-Cap ETF worth $16M as of Q1 2026.
Panoramic Capital Partners bought 4,200 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $534K.
iShares Core S&P Small-Cap ETF made up 9.85% of Panoramic Capital Partners's portfolio in Q1 2026, its #4 holding.
Panoramic Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.