Legal & General Group
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Legal & General Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legal & General Group’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
Q1 		$24.2M Buy
194,834
+104,255
+115% +$13.2M 0.01% 768
2025
Q4 		$10.9M Sell
90,579
-25,082
-22% -$3M ﹤0.01% 1122
2025
Q3 		$13.7M Buy
115,661
+10,203
+10% +$1.17M ﹤0.01% 1033
2025
Q2 		$11.5M Buy
105,458
+5,567
+6% +$575K ﹤0.01% 1115
2025
Q1 		$10.4M Sell
99,891
-259,331
-72% -$29.3M ﹤0.01% 1115
2024
Q4 		$41.4M Buy
359,222
+41,028
+13% +$4.9M 0.01% 653
2024
Q3 		$37.2M Buy
318,194
+64,040
+25% +$7.24M 0.01% 679
2024
Q2 		$27.1M Buy
254,154
+25,527
+11% +$2.73M 0.01% 742
2024
Q1 		$25.3M Buy
228,627
+67,869
+42% +$7.21M 0.01% 764
2023
Q4 		$17.4M Buy
160,758
+10,535
+7% +$1.02M 0.01% 884
2023
Q3 		$14.2M Sell
150,223
-127,300
-46% -$12.7M ﹤0.01% 920
2023
Q2 		$27.6M Sell
277,523
-102,240
-27% -$9.74M 0.01% 753
2023
Q1 		$36.7M Buy
379,763
+113,360
+43% +$11.3M 0.01% 683
2022
Q4 		$25.2M Sell
266,403
-184,575
-41% -$17.7M 0.01% 755
2022
Q3 		$39.3M Buy
450,978
+58,160
+15% +$5.65M 0.02% 669
2022
Q2 		$36.3M Buy
392,818
+38,275
+11% +$3.81M 0.01% 693
2022
Q1 		$38.2M Buy
354,543
+78,310
+28% +$8.45M 0.01% 719
2021
Q4 		$31.6M Buy
276,233
+69,685
+34% +$7.94M 0.01% 794
2021
Q3 		$22.6M Sell
206,548
-160,340
-44% -$17.7M 0.01% 856
2021
Q2 		$41.5M Buy
366,888
+54,488
+17% +$6.08M 0.01% 720
2021
Q1 		$33.9M Buy
312,400
+163,750
+110% +$17.1M 0.01% 743
2020
Q4 		$13.7M Sell
148,650
-52,450
-26% -$4.31M 0.01% 969
2020
Q3 		$14.1M Buy
201,100
+45,500
+29% +$3.26M 0.01% 890
2020
Q2 		$10.6M Buy
155,600
+44,000
+39% +$2.78M 0.01% 961
2020
Q1 		$6.26M Sell
111,600
-97,250
-47% -$7.24M ﹤0.01% 1058
2019
Q4 		$17.5M Sell
208,850
-8,050
-4% -$648K 0.01% 845
2019
Q3 		$16.9M Buy
216,900
+7,050
+3% +$546K 0.01% 819
2019
Q2 		$16.4M Sell
209,850
-65,750
-24% -$5.1M 0.01% 833
2019
Q1 		$21.3M Buy
275,600
+36,100
+15% +$2.77M 0.01% 737
2018
Q4 		$16.5M Buy
239,500
+125,300
+110% +$9.68M 0.01% 732
2018
Q3 		$9.95M Sell
114,200
-7,694
-6% -$674K 0.01% 870
2018
Q2 		$10.2M Sell
121,894
-4,700
-4% -$383K 0.01% 839
2018
Q1 		$9.72M Buy
126,594
+48,974
+63% +$3.81M 0.01% 835
2017
Q4 		$5.96M Hold
77,620
– – ﹤0.01% 996
2017
Q3 		$5.74M Buy
77,620
+4,300
+6% +$301K ﹤0.01% 964
2017
Q2 		$5.14M Sell
73,320
-26,100
-26% -$1.81M ﹤0.01% 959
2017
Q1 		$6.88M Sell
99,420
-2,200
-2% -$152K 0.01% 827
2016
Q4 		$7M Buy
101,620
+6,720
+7% +$433K 0.01% 804
2016
Q3 		$5.89M Sell
94,900
-32,700
-26% -$2M 0.01% 755
2016
Q2 		$7.41M Buy
127,600
+60,000
+89% +$3.42M 0.01% 702
2016
Q1 		$3.81M Hold
67,600
– – ﹤0.01% 784
2015
Q4 		$3.72M Hold
67,600
– – ﹤0.01% 803
2015
Q3 		$3.6M Hold
67,600
– – ﹤0.01% 789
2015
Q2 		$3.99M Hold
67,600
– – ﹤0.01% 777
2015
Q1 		$3.99M Hold
67,600
– – ﹤0.01% 765
2014
Q4 		$3.85M Hold
67,600
– – ﹤0.01% 788
2014
Q3 		$3.57M Hold
67,600
– – ﹤0.01% 767
2014
Q2 		$3.79M Hold
67,600
– – ﹤0.01% 755
2014
Q1 		$3.66M Hold
67,600
– – ﹤0.01% 745
2013
Q4 		$3.69M Hold
67,600
– – ﹤0.01% 729
2013
Q3 		$3.37M Hold
67,600
– – ﹤0.01% 737
2013
Q2 		$3.06M Buy
+67,600
New +$2.99M ﹤0.01% 727

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group's IJR Position: Q1 2026 in Review

Legal & General Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 115% in Q1 2026, buying an estimated $13.2M and bringing the position to 194,834 shares worth $24.2M. The position accounts for 0.01% of the portfolio, ranked #768.

Legal & General Group first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.5M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Legal & General Group held 194,834 shares of iShares Core S&P Small-Cap ETF worth $24.2M as of Q1 2026.
  • Legal & General Group bought 104,255 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $13.2M.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Legal & General Group's portfolio in Q1 2026, its #768 holding.
  • Legal & General Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's iShares Core S&P Small-Cap ETF position peaked at $41.5M in Q2 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.