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

Legacy 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 		$52.1M Buy
351,532
+47,530
+16% +$6.52M 4.87% 3
2026
Q1 		$37.8M Buy
304,002
+33,700
+12% +$4.28M 4.46% 2
2025
Q4 		$32.5M Buy
270,302
+45,738
+20% +$5.47M 3.49% 6
2025
Q3 		$26.7M Buy
224,564
+200,260
+824% +$23M 3.3% 6
2025
Q2 		$222K Sell
24,304
-191,454
-89% -$19.8M 3.51% 7
2025
Q1 		$22.6M Buy
215,758
+11,099
+5% +$1.25M 2.32% 7
2024
Q4 		$23.6M Buy
204,659
+11,795
+6% +$1.41M 2.29% 7
2024
Q3 		$22.6M Buy
192,864
+23,567
+14% +$2.66M 2.44% 7
2024
Q2 		$18.1M Buy
169,297
+7,241
+4% +$775K 2.2% 9
2024
Q1 		$17.9M Buy
162,056
+11,235
+7% +$1.19M 2.26% 9
2023
Q4 		$16.3M Buy
150,821
+4,845
+3% +$467K 2.1% 9
2023
Q3 		$13.8M Buy
145,976
+6,940
+5% +$693K 2.23% 7
2023
Q2 		$13.9M Buy
139,036
+34,364
+33% +$3.27M 2.06% 6
2023
Q1 		$10.1M Buy
104,672
+16,665
+19% +$1.67M 1.87% 6
2022
Q4 		$8.33M Buy
88,007
+34,533
+65% +$3.31M 1.52% 7
2022
Q3 		$4.66M Buy
53,474
+46,701
+690% +$4.54M 1.03% 12
2022
Q2 		$626K Buy
6,773
+295
+5% +$29.3K 0.13% 101
2022
Q1 		$699K Buy
+6,478
New +$699K 0.14% 97

Other funds holding IJR

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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Legacy Advisors's IJR Position: Q2 2026 in Review

Legacy Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, buying an estimated $6.52M and bringing the position to 351,532 shares worth $52.1M. The position accounts for 4.87% of the portfolio, ranked #3.

Legacy Advisors first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Advisors held 351,532 shares of iShares Core S&P Small-Cap ETF worth $52.1M as of Q2 2026.
  • Legacy Advisors bought 47,530 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.52M.
  • iShares Core S&P Small-Cap ETF made up 4.87% of Legacy Advisors's portfolio in Q2 2026, its #3 holding.
  • Legacy Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.