Legacy Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.33M | Buy |
76,196
+2,218
| +3% | +$242K | 2.04% | 16 |
|
|
2025
Q1 | $7.74M | Buy |
73,978
+131
| +0.2% | +$13.7K | 1.86% | 16 |
|
|
2024
Q4 | $8.51M | Sell |
73,847
-141
| -0.2% | -$16.2K | 1.97% | 16 |
|
|
2024
Q3 | $8.65M | Sell |
73,988
-310
| -0.4% | -$36.3K | 1.99% | 12 |
|
|
2024
Q2 | $7.92M | Hold |
74,298
| – | – | 1.97% | 13 |
|
|
2024
Q1 | $8.21M | Sell |
74,298
-3,220
| -4% | -$356K | 2.05% | 11 |
|
|
2023
Q4 | $8.39M | Buy |
77,518
+3,715
| +5% | +$402K | 2.18% | 8 |
|
|
2023
Q3 | $6.96M | Sell |
73,803
-121
| -0.2% | -$11.4K | 2.02% | 9 |
|
|
2023
Q2 | $7.37M | Buy |
73,924
+839
| +1% | +$83.6K | 2.03% | 9 |
|
|
2023
Q1 | $7.07M | Buy |
73,085
+188
| +0.3% | +$18.2K | 2.1% | 8 |
|
|
2022
Q4 | $6.9M | Buy |
+72,897
| New | +$6.9M | 2.13% | 8 |
|