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

Legacy Financial Strategies’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 		$5.82M Sell
39,253
-1,541
-4% -$211K 0.9% 18
2026
Q1 		$5.07M Sell
40,794
-6,683
-14% -$849K 0.92% 15
2025
Q4 		$5.71M Sell
47,477
-80,237
-63% -$9.6M 1.01% 15
2025
Q3 		$15.2M Sell
127,714
-34,143
-21% -$3.93M 2.74% 8
2025
Q2 		$17.7M Buy
161,857
+1,138
+0.7% +$118K 3.47% 7
2025
Q1 		$16.8M Buy
160,719
+5,154
+3% +$582K 3.66% 7
2024
Q4 		$17.9M Buy
155,565
+11,683
+8% +$1.4M 3.85% 7
2024
Q3 		$16.8M Buy
143,882
+5,636
+4% +$637K 3.71% 7
2024
Q2 		$14.7M Buy
138,246
+6,567
+5% +$703K 3.53% 7
2024
Q1 		$14.6M Buy
131,679
+4,159
+3% +$442K 3.75% 7
2023
Q4 		$13.8M Buy
127,520
+7,011
+6% +$676K 3.94% 7
2023
Q3 		$11.1M Buy
120,509
+15,350
+15% +$1.53M 3.55% 8
2023
Q2 		$10.5M Sell
105,159
-426
-0.4% -$40.6K 3.5% 8
2023
Q1 		$10.2M Buy
105,585
+6,530
+7% +$653K 3.79% 8
2022
Q4 		$9.37M Buy
99,055
+2,385
+2% +$229K 3.88% 8
2022
Q3 		$8.43M Buy
96,670
+5,413
+6% +$526K 3.92% 8
2022
Q2 		$8.43M Buy
91,257
+2,191
+2% +$218K 4.16% 8
2022
Q1 		$9.61M Buy
89,066
+1,588
+2% +$171K 4.1% 8
2021
Q4 		$10M Sell
87,478
-3,646
-4% -$416K 4.33% 8
2021
Q3 		$9.95M Buy
91,124
+2,638
+3% +$290K 4.68% 7
2021
Q2 		$10M Buy
88,486
+5,438
+7% +$607K 4.79% 7
2021
Q1 		$9.01M Sell
83,048
-11,779
-12% -$1.23M 4.77% 6
2020
Q4 		$8.71M Sell
94,827
-337
-0.4% -$27.7K 4.44% 7
2020
Q3 		$6.68M Sell
95,164
-11,428
-11% -$819K 3.85% 8
2020
Q2 		$7.28M Sell
106,592
-426
-0.4% -$26.9K 5.62% 6
2020
Q1 		$6M Buy
107,018
+13,672
+15% +$1.02M 5.7% 6
2019
Q4 		$7.83M Buy
93,346
+459
+0.5% +$36.9K 6.32% 6
2019
Q3 		$7.46M Sell
92,887
-2,457
-3% -$190K 6.64% 5
2019
Q2 		$7.4M Sell
95,344
-669
-0.7% -$51.9K 6.91% 5
2019
Q1 		$7.41M Sell
96,013
-8,697
-8% -$668K 6.33% 6
2018
Q4 		$7.26M Sell
104,710
-19,183
-15% -$1.48M 7.19% 5
2018
Q3 		$9.71M Buy
123,893
+8,985
+8% +$787K 9.88% 4
2018
Q2 		$9.59M Sell
114,908
-2,447
-2% -$199K 8.59% 4
2018
Q1 		$9.04M Buy
117,355
+27,903
+31% +$2.17M 8.83% 4
2017
Q4 		$6.87M Buy
+89,452
New +$6.74M 7.31% 3

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 Financial Strategies's IJR Position: Q2 2026 in Review

Legacy Financial Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, selling an estimated $211K and leaving 39,253 shares worth $5.82M. The position accounts for 0.9% of the portfolio, ranked #18.

Legacy Financial Strategies first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $17.9M in Q4 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Financial Strategies held 39,253 shares of iShares Core S&P Small-Cap ETF worth $5.82M as of Q2 2026.
  • Legacy Financial Strategies sold 1,541 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $211K.
  • iShares Core S&P Small-Cap ETF made up 0.9% of Legacy Financial Strategies's portfolio in Q2 2026, its #18 holding.
  • Legacy Financial Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Legacy Financial Strategies's iShares Core S&P Small-Cap ETF position peaked at $17.9M in Q4 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.