Legacy Wealth Management (Idaho)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	$563K	Buy	3,793 +1,237	+48%	+$170K	0.23%	103
2026 Q1	$318K	Buy	2,556 +1,172	+85%	+$149K	0.16%	88
2025 Q4	$166K	Buy	1,384 +32	+2%	+$3.83K	0.08%	110
2025 Q3	$161K	Buy	1,352 +29	+2%	+$3.33K	0.07%	100
2025 Q2	$145K	Sell	1,323 -413	-24%	-$42.7K	0.08%	88
2025 Q1	$182K	Buy	1,736 +1,658	+2,126%	+$187K	0.13%	71
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 48% in Q2 2026, buying an estimated $170K and bringing the position to 3,793 shares worth $563K. The position accounts for 0.23% of the portfolio, ranked #103.

Legacy Wealth Management (Idaho) first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Legacy Wealth Management (Idaho) held 3,793 shares of iShares Core S&P Small-Cap ETF worth $563K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 1,237 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $170K.
iShares Core S&P Small-Cap ETF made up 0.23% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #103 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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