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

Charis Legacy 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
2025
Q4 		– Sell
-1,945
Closed -$231K – 29
2025
Q3 		$231K Buy
+1,945
New +$224K 0.34% 28

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charis Legacy Partners's IJR Position: Q4 2025 in Review

Charis Legacy Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,945 shares — an estimated $231K sold.

Charis Legacy Partners first reported a position in IJR in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Charis Legacy Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Charis Legacy Partners sold 1,945 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $231K.
  • Charis Legacy Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Charis Legacy Partners's iShares Core S&P Small-Cap ETF position peaked at $231K in Q3 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Charis Legacy Partners's 13F filing for Q4 2025, filed 8 Jan 2026.