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

Legacy Capital Wealth 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
2026
Q2 		$714K Buy
13,189
+3
+0% +$412 0.14% 149
2026
Q1 		$599K Buy
13,186
+1,296
+11% +$165K 0.12% 177
2025
Q4 		$459K Buy
11,890
+253
+2% +$30.3K 0.1% 216
2025
Q3 		$439K Sell
11,637
-101
-0.9% -$11.6K 0.1% 230
2025
Q2 		$406K Sell
11,738
-4,615
-28% -$477K 0.09% 243
2025
Q1 		$871K Buy
16,353
+2,003
+14% +$226K 0.21% 98
2024
Q4 		$729K Buy
14,350
+5,191
+57% +$620K 0.18% 116
2024
Q3 		$240K Buy
9,159
+6,744
+279% +$762K 0.05% 310
2024
Q2 		$258K Buy
+2,415
New +$258K 0.07% 264
2024
Q1 		– Sell
-127,272
Closed -$13.8M – 219
2023
Q4 		$13.8M Sell
127,272
-3,268
-3% -$315K 3.9% 3
2023
Q3 		$12.3M Buy
130,540
+63,505
+95% +$6.34M 3.38% 4
2023
Q2 		$6.68M Sell
67,035
-7,368
-10% -$702K 5.55% 5
2023
Q1 		$7.19M Buy
74,403
+36,188
+95% +$3.62M 1.96% 14
2022
Q4 		$3.62M Buy
38,215
+406
+1% +$38.9K 1.73% 23
2022
Q3 		$3.3M Buy
37,809
+1,021
+3% +$99.2K 1.75% 25
2022
Q2 		$3.4M Buy
36,788
+3,343
+10% +$332K 1.71% 24
2022
Q1 		$3.61M Sell
33,445
-82,788
-71% -$8.93M 1.55% 24
2021
Q4 		$13.1M Buy
116,233
+1,415
+1% +$161K 5.39% 10
2021
Q3 		$12.5M Buy
114,818
+30,206
+36% +$3.33M 4.9% 10
2021
Q2 		$9.56M Buy
84,612
+4,972
+6% +$555K 5.15% 12
2021
Q1 		$8.64M Sell
79,640
-34,570
-30% -$3.62M 3.57% 10
2020
Q4 		$10.5M Buy
+114,210
New +$9.38M 4.5% 9

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 Capital Wealth Partners's IJR Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $412 and bringing the position to 13,189 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #149.

Legacy Capital Wealth Partners first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q4 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Capital Wealth Partners held 13,189 shares of iShares Core S&P Small-Cap ETF worth $714K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Capital Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $13.8M in Q4 2023.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.