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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 		$321K Sell
2,941
-192
-6% -$26.3K 0.04% 159
2026
Q1 		$389K Sell
3,133
-30
-0.9% -$3.81K 0.04% 159
2025
Q4 		$380K Buy
+3,163
New +$378K 0.04% 160

Other funds holding IJR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Legacy Edge Advisors's IJR Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q2 2026, selling an estimated $26.3K and leaving 2,941 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #159.

Legacy Edge Advisors first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Edge Advisors held 2,941 shares of iShares Core S&P Small-Cap ETF worth $321K as of Q2 2026.
  • Legacy Edge Advisors sold 192 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #159 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Core S&P Small-Cap ETF position peaked at $389K in Q1 2026.
  • 2,148 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.