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
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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Panoramic Investment Advisors's IJR Position: Q2 2025 in Review

Panoramic Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 2,172 shares — an estimated $227K sold.

Panoramic Investment Advisors first reported a position in IJR in Q4 2022 and held it in 7 quarters. The position peaked at $1.15M in Q4 2022. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Panoramic Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Panoramic Investment Advisors sold 2,172 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $227K.
Panoramic Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Panoramic Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q4 2022.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Panoramic Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.