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

Southern Capital 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 		$25.4M Buy
170,944
+8,124
+5% +$1.11M 10.59% 3
2026
Q1 		$20.2M Buy
162,820
+10,097
+7% +$1.28M 9.48% 3
2025
Q4 		$18.4M Buy
152,723
+8,682
+6% +$1.04M 8.47% 3
2025
Q3 		$17.1M Buy
144,041
+4,067
+3% +$468K 8.02% 3
2025
Q2 		$15.3M Buy
139,974
+5,007
+4% +$518K 7.82% 3
2025
Q1 		$14.1M Buy
134,967
+20,746
+18% +$2.34M 7.83% 3
2024
Q4 		$13.2M Buy
114,221
+38,282
+50% +$4.57M 7.28% 3
2024
Q3 		$8.88M Buy
75,939
+4,749
+7% +$537K 5% 6
2024
Q2 		$7.59M Buy
71,190
+5,896
+9% +$631K 4.67% 6
2024
Q1 		$7.22M Buy
65,294
+3,115
+5% +$331K 4.38% 6
2023
Q4 		$6.73M Buy
62,179
+28,140
+83% +$2.71M 4.78% 5
2023
Q3 		$3.21M Buy
34,039
+1,993
+6% +$199K 2.67% 10
2023
Q2 		$3.19M Buy
32,046
+772
+2% +$73.5K 2.44% 11
2023
Q1 		$3.02M Buy
31,274
+1,827
+6% +$183K 2.24% 12
2022
Q4 		$2.79M Sell
29,447
-53,141
-64% -$5.1M 2.16% 12
2022
Q3 		$7.2M Buy
82,588
+2,178
+3% +$212K 5.89% 6
2022
Q2 		$7.43M Buy
80,410
+1,508
+2% +$150K 5.89% 6
2022
Q1 		$8.51M Sell
78,902
-7,413
-9% -$800K 5.82% 6
2021
Q4 		$9.88M Buy
+86,315
New +$9.84M 6.11% 5

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Southern Capital Advisors's IJR Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5% in Q2 2026, buying an estimated $1.11M and bringing the position to 170,944 shares worth $25.4M. The position accounts for 10.59% of the portfolio, ranked #3.

Southern Capital Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,469 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Southern Capital Advisors held 170,944 shares of iShares Core S&P Small-Cap ETF worth $25.4M as of Q2 2026.
  • Southern Capital Advisors bought 8,124 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.11M.
  • iShares Core S&P Small-Cap ETF made up 10.59% of Southern Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Southern Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.