Legend Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-130	Closed	-$14.2K	–	94
2025 Q2	$14.2K	Buy	+130	New	+$13.4K	0.01%	100
2025 Q1	–	Sell	-130	Closed	-$15K	–	132
2024 Q4	$15K	Hold	130	–	–	0.01%	96
2024 Q3	$15.2K	Hold	130	–	–	0.01%	87
2024 Q2	$13.9K	Hold	130	–	–	0.01%	123
2024 Q1	$14.4K	Hold	130	–	–	0.01%	113
2023 Q4	$14.1K	Hold	130	–	–	0.01%	106
2023 Q3	$12.3K	Hold	130	–	–	0.01%	126
2023 Q2	$13K	Hold	130	–	–	0.01%	131
2023 Q1	$12.6K	Hold	130	–	–	0.01%	137
2022 Q4	$12.3K	Hold	130	–	–	0.01%	148
2022 Q3	$11.3K	Buy	+130	New	+$12.6K	0.01%	137

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legend Financial Advisors's IJR Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 130 shares — an estimated $14.2K sold.

Legend Financial Advisors first reported a position in IJR in Q3 2022 and held it in 11 quarters. The position peaked at $15.2K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Legend Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 130 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $14.2K.
Legend Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $15.2K in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.