Legacy Wealth Management (Idaho)’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio AIRR Stock Details AIRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Buy	12,518 +2,589	+26%	+$327K	0.69%	33
2026 Q1	$1.1M	Sell	9,929 -878	-8%	-$99.3K	0.55%	47
2025 Q4	$1.06M	Buy	10,807 +4,627	+75%	+$453K	0.51%	44
2025 Q3	$597K	Buy	6,180 +747	+14%	+$66.8K	0.27%	62
2025 Q2	$442K	Buy	5,433 +1,388	+34%	+$102K	0.23%	53
2025 Q1	$276K	Buy	4,045 +308	+8%	+$23.2K	0.2%	57
2024 Q4	$298K	Buy	3,737 +2,163	+137%	+$172K	0.19%	59
2024 Q3	$132K	Buy	+1,574	New	+$112K	0.08%	73

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AIRR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 26% in Q2 2026, buying an estimated $327K and bringing the position to 12,518 shares worth $1.67M. The position accounts for 0.69% of the portfolio, ranked #33.

Legacy Wealth Management (Idaho) first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Legacy Wealth Management (Idaho) held 12,518 shares of First Trust RBA American Industrial Renaissance ETF worth $1.67M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 2,589 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $327K.
First Trust RBA American Industrial Renaissance ETF made up 0.69% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #33 holding.
Legacy Wealth Management (Idaho) first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.