LWMT
IJR icon

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

Legacy Wealth Management (Tennessee)’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 		$60.7M Sell
409,323
-5,111
-1% -$701K 3.18% 10
2026
Q1 		$51.5M Sell
414,434
-4,418
-1% -$561K 3% 11
2025
Q4 		$50.3M Sell
418,852
-884
-0.2% -$106K 2.9% 11
2025
Q3 		$49.9M Sell
419,736
-75,952
-15% -$8.74M 2.94% 11
2025
Q2 		$54.2M Sell
495,688
-392
-0.1% -$40.5K 3.37% 11
2025
Q1 		$51.9M Buy
496,080
+8,085
+2% +$912K 3.46% 10
2024
Q4 		$56.2M Buy
487,995
+10,385
+2% +$1.24M 3.61% 9
2024
Q3 		$55.9M Buy
477,610
+13,010
+3% +$1.47M 3.62% 9
2024
Q2 		$49.6M Buy
464,600
+12,855
+3% +$1.38M 3.59% 10
2024
Q1 		$49.9M Buy
451,745
+15,483
+4% +$1.64M 3.68% 10
2023
Q4 		$47.2M Buy
436,262
+23,569
+6% +$2.27M 3.74% 9
2023
Q3 		$38.9M Buy
412,693
+6,676
+2% +$667K 3.4% 9
2023
Q2 		$40.5M Buy
406,017
+16,134
+4% +$1.54M 3.42% 8
2023
Q1 		$37.7M Buy
389,883
+9,021
+2% +$902K 3.37% 8
2022
Q4 		$36M Buy
380,862
+15,300
+4% +$1.47M 3.45% 8
2022
Q3 		$31.9M Buy
365,562
+16,645
+5% +$1.62M 3.31% 7
2022
Q2 		$32.2M Buy
348,917
+13,943
+4% +$1.39M 3.94% 8
2022
Q1 		$36.1M Buy
334,974
+14,143
+4% +$1.53M 4.31% 6
2021
Q4 		$36.7M Buy
320,831
+25,031
+8% +$2.85M 4.21% 6
2021
Q3 		$32.3M Buy
295,800
+26,739
+10% +$2.94M 4.05% 6
2021
Q2 		$30.4M Buy
269,061
+8,072
+3% +$900K 3.81% 6
2021
Q1 		$28.3M Sell
260,989
-18,567
-7% -$1.94M 3.78% 7
2020
Q4 		$25.7M Buy
279,556
+143
+0.1% +$11.7K 3.41% 7
2020
Q3 		$19.6M Buy
279,413
+61
+0% +$4.37K 3% 7
2020
Q2 		$19.1M Sell
279,352
-152,555
-35% -$9.63M 3.12% 7
2020
Q1 		$24.2M Sell
431,907
-252,772
-37% -$18.8M 4.4% 6
2019
Q4 		$57.4M Buy
684,679
+7,682
+1% +$618K 8.71% 5
2019
Q3 		$52.7M Buy
676,997
+56,208
+9% +$4.35M 8.63% 5
2019
Q2 		$48.6M Buy
620,789
+73,849
+14% +$5.73M 8.76% 5
2019
Q1 		$42.2M Buy
546,940
+242,760
+80% +$18.6M 8.22% 5
2018
Q4 		$21.1M Sell
304,180
-125,977
-29% -$9.74M 4.64% 5
2018
Q3 		$37.5M Buy
430,157
+420,654
+4,427% +$36.9M 7.52% 5
2018
Q2 		$793K Sell
9,503
-623
-6% -$50.8K 0.19% 10
2018
Q1 		$780K Sell
10,126
-367
-3% -$28.6K 0.19% 11
2017
Q4 		$806K Buy
10,493
+85
+0.8% +$6.41K 0.19% 10
2017
Q3 		$773K Buy
10,408
+470
+5% +$32.9K 0.2% 9
2017
Q2 		$697K Buy
9,938
+1,247
+14% +$86.3K 0.17% 9
2017
Q1 		$602K Buy
8,691
+21
+0.2% +$1.45K 0.15% 9
2016
Q4 		$596K Buy
8,670
+36
+0.4% +$2.32K 0.16% 9
2016
Q3 		$536K Sell
8,634
-306
-3% -$18.7K 0.15% 9
2016
Q2 		$520K Buy
+8,940
New +$510K 0.15% 9

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $701K and leaving 409,323 shares worth $60.7M. The position accounts for 3.18% of the portfolio, ranked #10.

Legacy Wealth Management (Tennessee) first reported a position in IJR in Q2 2016 and has held it in 41 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 409,323 shares of iShares Core S&P Small-Cap ETF worth $60.7M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 5,111 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $701K.
  • iShares Core S&P Small-Cap ETF made up 3.18% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #10 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 41 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.