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

Legacy Bridge’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 		$277K Hold
1,871
– – 0.09% 142
2026
Q1 		$233K Hold
1,871
– – 0.09% 139
2025
Q4 		$225K Hold
1,871
– – 0.09% 137
2025
Q3 		$222K Hold
1,871
– – 0.09% 134
2025
Q2 		$204K Hold
1,871
– – 0.1% 131
2025
Q1 		$196K Buy
1,871
+238
+15% +$26.9K 0.11% 132
2024
Q4 		$188K Hold
1,633
– – 0.1% 137
2024
Q3 		$191K Hold
1,633
– – 0.1% 138
2024
Q2 		$174K Hold
1,633
– – 0.1% 133
2024
Q1 		$180K Buy
1,633
+90
+6% +$9.56K 0.11% 141
2023
Q4 		$167K Buy
1,543
+250
+19% +$24.1K 0.11% 142
2023
Q3 		$122K Hold
1,293
– – 0.09% 156
2023
Q2 		$129K Hold
1,293
– – 0.09% 156
2023
Q1 		$125K Hold
1,293
– – 0.09% 158
2022
Q4 		$122K Hold
1,293
– – 0.09% 155
2022
Q3 		$113K Hold
1,293
– – 0.09% 153
2022
Q2 		$119K Hold
1,293
– – 0.09% 158
2022
Q1 		$139K Hold
1,293
– – 0.08% 158
2021
Q4 		$148K Hold
1,293
– – 0.08% 157
2021
Q3 		$141K Buy
1,293
+38
+3% +$4.18K 0.08% 157
2021
Q2 		$142K Hold
1,255
– – 0.08% 158
2021
Q1 		$136K Hold
1,255
– – 0.09% 154
2020
Q4 		$115K Hold
1,255
– – 0.08% 158
2020
Q3 		$88K Hold
1,255
– – 0.08% 153
2020
Q2 		$86K Sell
1,255
-1,630
-56% -$103K 0.09% 150
2020
Q1 		$162K Sell
2,885
-319
-10% -$23.8K 0.2% 121
2019
Q4 		$269K Hold
3,204
– – 0.22% 123
2019
Q3 		$249K Hold
3,204
– – 0.24% 119
2019
Q2 		$251K Hold
3,204
– – 0.24% 118
2019
Q1 		$247K Hold
3,204
– – 0.25% 117
2018
Q4 		$222K Buy
+3,204
New +$248K 0.27% 110

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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

Legacy Bridge's IJR Position: Q2 2026 in Review

Legacy Bridge held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,871 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #142.

Legacy Bridge first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Bridge held 1,871 shares of iShares Core S&P Small-Cap ETF worth $277K as of Q2 2026.
  • Legacy Bridge left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Legacy Bridge's portfolio in Q2 2026, its #142 holding.
  • Legacy Bridge first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.