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South Plains Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

South Plains Financial’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 		$2.19M Buy
17,657
+2,232
+14% +$284K 1.28% 15
2025
Q4 		$1.85M Hold
15,425
– – 1.1% 18
2025
Q3 		$1.83M Sell
15,425
-51
-0.3% -$5.87K 1.14% 18
2025
Q2 		$1.69M Buy
15,476
+745
+5% +$77K 1.19% 18
2025
Q1 		$1.54M Buy
14,731
+104
+0.7% +$11.7K 1.2% 18
2024
Q4 		$1.69M Buy
+14,627
New +$1.75M 1.29% 17

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

South Plains Financial's IJR Position: Q1 2026 in Review

South Plains Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, buying an estimated $284K and bringing the position to 17,657 shares worth $2.19M. The position accounts for 1.28% of the portfolio, ranked #15.

South Plains Financial first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • South Plains Financial held 17,657 shares of iShares Core S&P Small-Cap ETF worth $2.19M as of Q1 2026.
  • South Plains Financial bought 2,232 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $284K.
  • iShares Core S&P Small-Cap ETF made up 1.28% of South Plains Financial's portfolio in Q1 2026, its #15 holding.
  • South Plains Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.