Legacy Financial Group (Iowa)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legacy Financial Group (Iowa)’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 Q1	$1.16M	Hold	9,362	–	–	0.15%	58
2025 Q4	$1.21M	Buy	9,362 +9	+0.1%	+$1.08K	0.15%	57
2025 Q3	$1.11M	Hold	9,353	–	–	0.15%	54
2025 Q2	$1.02M	Sell	9,353 -92	-1%	-$9.51K	0.14%	53
2025 Q1	$988K	Sell	9,445 -37	-0.4%	-$4.17K	0.15%	50
2024 Q4	$1.09M	Buy	+9,482	New	+$1.13M	0.18%	49
2024 Q3	–	Sell	-9,272	Closed	-$989K	–	75
2024 Q2	$989K	Sell	9,272 -210	-2%	-$22.5K	0.19%	50
2024 Q1	$1.05M	Buy	+9,482	New	+$1.01M	0.21%	46
2023 Q4	–	Sell	-9,482	Closed	-$894K	–	252
2023 Q3	$894K	Buy	+9,482	New	+$947K	0.21%	48
2022 Q4	–	Sell	-10,235	Closed	-$892K	–	48
2022 Q3	$892K	Sell	10,235 -6,477	-39%	-$629K	0.3%	25
2022 Q2	$1.54M	Sell	16,712 -3,687	-18%	-$367K	0.49%	24
2022 Q1	$2.2M	Buy	+20,399	New	+$2.2M	0.65%	24
2021 Q4	–	Sell	-21,388	Closed	-$2.33M	–	43
2021 Q3	$2.33M	Sell	21,388 -299	-1%	-$32.9K	0.7%	22
2021 Q2	$2.45M	Sell	21,687 -491	-2%	-$54.8K	0.74%	24
2021 Q1	$2.41M	Sell	22,178 -1,096	-5%	-$115K	0.84%	27
2020 Q4	$2.14M	Buy	+23,274	New	+$1.91M	0.82%	29

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IJR Position: Q1 2026 in Review

Legacy Financial Group (Iowa) held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 9,362 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #58.

Legacy Financial Group (Iowa) first reported a position in IJR in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.45M in Q2 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Legacy Financial Group (Iowa) held 9,362 shares of iShares Core S&P Small-Cap ETF worth $1.16M as of Q1 2026.
Legacy Financial Group (Iowa) left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #58 holding.
Legacy Financial Group (Iowa) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 16 quarters since.
Legacy Financial Group (Iowa)'s iShares Core S&P Small-Cap ETF position peaked at $2.45M in Q2 2021.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.