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

Legacy Investment Solutions’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
2025
Q2 		$145K Buy
+1,323
New +$137K 0.08% 88
2024
Q4 		$9.14K Sell
78
-76
-49% -$9.08K 0.01% 300
2024
Q3 		$19K Buy
+154
New +$17.4K 0.01% 233

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's IJR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2025: 1,323 shares worth $145K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IJR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Legacy Investment Solutions held 1,323 shares of iShares Core S&P Small-Cap ETF worth $145K as of Q2 2025.
  • iShares Core S&P Small-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #88 holding.
  • Legacy Investment Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.