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 Q3	$53.3M	Buy	391,432 +39,900	+11%	+$5.77M	5.07%	3
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	New	+$25.8M	3.3%	6
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Legacy Advisors's IJR Position: Q3 2026 in Review

Legacy Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q3 2026, buying an estimated $5.77M and bringing the position to 391,432 shares worth $53.3M. The position accounts for 5.07% of the portfolio, ranked #3.

Legacy Advisors first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Legacy Advisors held 391,432 shares of iShares Core S&P Small-Cap ETF worth $53.3M as of Q3 2026.
Legacy Advisors bought 39,900 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $5.77M.
iShares Core S&P Small-Cap ETF made up 5.07% of Legacy Advisors's portfolio in Q3 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.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.