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

Panoramic Investment 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	$238K	Buy	+1,606	New	+$220K	0.11%	126
2025 Q2	–	Sell	-2,172	Closed	-$227K	–	125
2025 Q1	$227K	Buy	2,172 +148	+7%	+$16.7K	0.15%	104
2024 Q4	$233K	Sell	2,024 -153	-7%	-$18.3K	0.15%	104
2024 Q3	$255K	Buy	+2,177	New	+$246K	0.18%	101
2024 Q1	$385K	Sell	3,483 -978	-22%	-$104K	0.28%	72
2023 Q4	$483K	Sell	4,461 -664	-13%	-$64K	0.42%	57
2023 Q3	$483K	Buy	+5,125	New	+$512K	0.44%	56
2022 Q4	$1.15M	Buy	+12,173	New	+$1.17M	1.18%	23

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Panoramic Investment Advisors's IJR Position: Q2 2026 in Review

Panoramic Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,606 shares worth $238K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in IJR as recently as Q1 2025.

Panoramic Investment Advisors first reported a position in IJR in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2022. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Panoramic Investment Advisors held 1,606 shares of iShares Core S&P Small-Cap ETF worth $238K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Panoramic Investment Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of Panoramic Investment Advisors's portfolio in Q2 2026, its #126 holding.
Panoramic Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Panoramic Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q4 2022.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.