PCA Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PCA Investment Advisory Services’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	$3.65M	Buy	24,515 +232	+1%	+$31.8K	1.02%	24
2026 Q1	$3.04M	Sell	24,283 -3,837	-14%	-$487K	1.01%	25
2025 Q4	$3.4M	Sell	28,120 -4,094	-13%	-$490K	1.19%	22
2025 Q3	$3.84M	Buy	32,214 +1,753	+6%	+$202K	1.42%	17
2025 Q2	$3.33M	Buy	30,461 +1,752	+6%	+$181K	1.4%	18
2025 Q1	$3M	Sell	28,709 -6,816	-19%	-$769K	1.59%	15
2024 Q4	$4.09M	Sell	35,525 -448	-1%	-$53.5K	1.9%	14
2024 Q3	$4.21M	Sell	35,973 -2,414	-6%	-$273K	1.98%	14
2024 Q2	$4.09M	Sell	38,387 -2,732	-7%	-$292K	2.14%	14
2024 Q1	$4.54M	Buy	41,119 +2,337	+6%	+$248K	2.55%	9
2023 Q4	$4.2M	Sell	38,782 -1,409	-4%	-$136K	2.77%	9
2023 Q3	$3.79M	Sell	40,191 -824	-2%	-$82.3K	2.7%	8
2023 Q2	$4.09M	Sell	41,015 -2,156	-5%	-$205K	2.44%	8
2023 Q1	$4.17M	Buy	+43,171	New	+$4.32M	2.95%	8

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

PCA Investment Advisory Services's IJR Position: Q2 2026 in Review

PCA Investment Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.96% in Q2 2026, buying an estimated $31.8K and bringing the position to 24,515 shares worth $3.65M. The position accounts for 1.02% of the portfolio, ranked #24.

PCA Investment Advisory Services first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.54M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PCA Investment Advisory Services held 24,515 shares of iShares Core S&P Small-Cap ETF worth $3.65M as of Q2 2026.
PCA Investment Advisory Services bought 232 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.8K.
iShares Core S&P Small-Cap ETF made up 1.02% of PCA Investment Advisory Services's portfolio in Q2 2026, its #24 holding.
PCA Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
PCA Investment Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $4.54M in Q1 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.