Southland Equity Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Southland Equity Partners’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	$356K	Sell	2,401 -130	-5%	-$17.8K	0.06%	219
2026 Q1	$315K	Sell	2,531 -91	-3%	-$11.6K	0.06%	209
2025 Q4	$315K	Sell	2,622 -214	-8%	-$25.6K	0.06%	196
2025 Q3	$337K	Sell	2,836 -114	-4%	-$13.1K	0.07%	176
2025 Q2	$322K	Sell	2,950 -55	-2%	-$5.68K	0.07%	175
2025 Q1	$314K	Sell	3,005 -19	-0.6%	-$2.14K	0.07%	171
2024 Q4	$348K	Buy	3,024 +6	+0.2%	+$717	0.08%	156
2024 Q3	$353K	Buy	3,018 +81	+3%	+$9.15K	0.09%	154
2024 Q2	$313K	Sell	2,937 -293	-9%	-$31.3K	0.09%	147
2024 Q1	$357K	Sell	3,230 -83	-3%	-$8.81K	0.1%	135
2023 Q4	$359K	Sell	3,313 -31	-0.9%	-$2.99K	0.11%	122
2023 Q3	$315K	Sell	3,344 -289	-8%	-$28.9K	0.11%	130
2023 Q2	$362K	Sell	3,633 -40	-1%	-$3.81K	0.12%	109
2023 Q1	$355K	Sell	3,673 -13	-0.4%	-$1.3K	0.14%	109
2022 Q4	$349K	Sell	3,686 -814	-18%	-$78.1K	0.13%	106
2022 Q3	$392K	Sell	4,500 -235	-5%	-$22.8K	0.19%	89
2022 Q2	$438K	Sell	4,735 -71	-1%	-$7.06K	0.2%	91
2022 Q1	$518K	Sell	4,806 -63	-1%	-$6.8K	0.22%	80
2021 Q4	$558K	Sell	4,869 -3	-0.1%	-$342	0.23%	81
2021 Q3	$532K	Sell	4,872 -41	-0.8%	-$4.51K	0.24%	72
2021 Q2	$555K	Sell	4,913 -1,059	-18%	-$118K	0.26%	74
2021 Q1	$648K	Sell	5,972 -213	-3%	-$22.3K	0.37%	54
2020 Q4	$568K	Buy	+6,185	New	+$508K	0.38%	54

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 22.9% 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

Southland Equity Partners's IJR Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.1% in Q2 2026, selling an estimated $17.8K and leaving 2,401 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #219.

Southland Equity Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $648K in Q1 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Southland Equity Partners held 2,401 shares of iShares Core S&P Small-Cap ETF worth $356K as of Q2 2026.
Southland Equity Partners sold 130 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
iShares Core S&P Small-Cap ETF made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #219 holding.
Southland Equity Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's iShares Core S&P Small-Cap ETF position peaked at $648K in Q1 2021.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.