LA
Legacy Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
24,304
-191,454
| -89% | -$1.75M | 3.51% | 7 |
|
|
2025
Q1 | $22.6M | Buy |
215,758
+11,099
| +5% | +$1.16M | 2.32% | 7 |
|
|
2024
Q4 | $23.6M | Buy |
204,659
+11,795
| +6% | +$1.36M | 2.29% | 7 |
|
|
2024
Q3 | $22.6M | Buy |
192,864
+23,567
| +14% | +$2.76M | 2.44% | 7 |
|
|
2024
Q2 | $18.1M | Buy |
169,297
+7,241
| +4% | +$772K | 2.2% | 9 |
|
|
2024
Q1 | $17.9M | Buy |
162,056
+11,235
| +7% | +$1.24M | 2.26% | 9 |
|
|
2023
Q4 | $16.3M | Buy |
150,821
+4,845
| +3% | +$524K | 2.1% | 9 |
|
|
2023
Q3 | $13.8M | Buy |
145,976
+6,940
| +5% | +$658K | 2.23% | 7 |
|
|
2023
Q2 | $13.9M | Buy |
139,036
+34,364
| +33% | +$3.42M | 2.06% | 6 |
|
|
2023
Q1 | $10.1M | Buy |
104,672
+16,665
| +19% | +$1.61M | 1.87% | 6 |
|
|
2022
Q4 | $8.33M | Buy |
88,007
+34,533
| +65% | +$3.27M | 1.52% | 7 |
|
|
2022
Q3 | $4.66M | Buy |
53,474
+46,701
| +690% | +$4.07M | 1.03% | 12 |
|
|
2022
Q2 | $626K | Buy |
6,773
+295
| +5% | +$27.3K | 0.13% | 101 |
|
|
2022
Q1 | $699K | Buy |
+6,478
| New | +$699K | 0.14% | 97 |
|