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

Legacy Trust’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 		$9.62M Buy
77,379
+1,056
+1% +$134K 1.84% 19
2025
Q4 		$9.17M Buy
76,323
+315
+0.4% +$37.7K 1.72% 19
2025
Q3 		$9.03M Sell
76,008
-188
-0.2% -$21.6K 1.78% 17
2025
Q2 		$8.33M Buy
76,196
+2,218
+3% +$229K 2.04% 16
2025
Q1 		$7.74M Buy
73,978
+131
+0.2% +$14.8K 1.86% 16
2024
Q4 		$8.51M Sell
73,847
-141
-0.2% -$16.8K 1.97% 16
2024
Q3 		$8.65M Sell
73,988
-310
-0.4% -$35K 1.99% 12
2024
Q2 		$7.92M Hold
74,298
– – 1.97% 13
2024
Q1 		$8.21M Sell
74,298
-3,220
-4% -$342K 2.05% 11
2023
Q4 		$8.39M Buy
77,518
+3,715
+5% +$358K 2.18% 8
2023
Q3 		$6.96M Sell
73,803
-121
-0.2% -$12.1K 2.02% 9
2023
Q2 		$7.37M Buy
73,924
+839
+1% +$79.9K 2.03% 9
2023
Q1 		$7.07M Buy
73,085
+188
+0.3% +$18.8K 2.1% 8
2022
Q4 		$6.9M Buy
+72,897
New +$6.99M 2.13% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Legacy Trust's IJR Position: Q1 2026 in Review

Legacy Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, buying an estimated $134K and bringing the position to 77,379 shares worth $9.62M. The position accounts for 1.84% of the portfolio, ranked #19.

Legacy Trust first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Legacy Trust held 77,379 shares of iShares Core S&P Small-Cap ETF worth $9.62M as of Q1 2026.
  • Legacy Trust bought 1,056 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $134K.
  • iShares Core S&P Small-Cap ETF made up 1.84% of Legacy Trust's portfolio in Q1 2026, its #19 holding.
  • Legacy Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.