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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
Q3 		$10.6M Buy
75,617
+13
+0% +$1.88K 1.78% 13
2026
Q2 		$11.2M Sell
75,604
-1,775
-2% -$244K 1.98% 13
2026
Q1 		$9.6M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Legacy Trust's IJR Position: Q3 2026 in Review

Legacy Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q3 2026, buying an estimated $1.88K and bringing the position to 75,617 shares worth $10.6M. The position accounts for 1.78% of the portfolio, ranked #13.

Legacy Trust first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.2M in Q2 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Legacy Trust held 75,617 shares of iShares Core S&P Small-Cap ETF worth $10.6M as of Q3 2026.
  • Legacy Trust bought 13 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.88K.
  • iShares Core S&P Small-Cap ETF made up 1.78% of Legacy Trust's portfolio in Q3 2026, its #13 holding.
  • Legacy Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares Core S&P Small-Cap ETF position peaked at $11.2M in Q2 2026.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.