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

Legacy Edge 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 		$465K Hold
3,133
– – 0.04% 144
2026
Q1 		$389K Sell
3,133
-30
-0.9% -$3.81K 0.04% 159
2025
Q4 		$380K Sell
3,163
-236
-7% -$28.2K 0.04% 160
2025
Q3 		$404K Buy
3,399
+458
+16% +$52.7K 0.05% 145
2025
Q2 		$321K Buy
+2,941
New +$304K 0.04% 159

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 22.9% 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 Edge Advisors's IJR Position: Q2 2026 in Review

Legacy Edge Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,133 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #144.

Legacy Edge Advisors first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,850 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Edge Advisors held 3,133 shares of iShares Core S&P Small-Cap ETF worth $465K as of Q2 2026.
  • Legacy Edge Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #144 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,850 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.