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 Q2	$2.69M	Buy	18,131 +474	+3%	+$65K	1.44%	15
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 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

South Plains Financial's IJR Position: Q2 2026 in Review

South Plains Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, buying an estimated $65K and bringing the position to 18,131 shares worth $2.69M. The position accounts for 1.44% of the portfolio, ranked #15.

South Plains Financial first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

South Plains Financial held 18,131 shares of iShares Core S&P Small-Cap ETF worth $2.69M as of Q2 2026.
South Plains Financial bought 474 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65K.
iShares Core S&P Small-Cap ETF made up 1.44% of South Plains Financial's portfolio in Q2 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 7 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.