Legacy Capital Wealth Partners, LLC IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1766228
As of 2026-06-30, Legacy Capital Wealth Partners, LLC reported 13.19K IJR (shares), valued at $713.90K, or 0.14% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 0.02%; reported value increased 19.10%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.14% | 13,189 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.12% | 13,186 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.10% | 11,890 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 0.10% | 11,637 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.09% | 11,738 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.21% | 16,353 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.18% | 14,350 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 0.05% | 9,159 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 0.07% | 2,415 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 3.90% | 127,272 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.90% | 127,272 | $13.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.07% | 2,415 | $257.51K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 0.05% | 9,159 | $240.38K | Shares increased 279.25%; reported value decreased 6.65%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 0.18% | 14,350 | $728.51K | Shares increased 56.68%; reported value increased 203.07%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 0.21% | 16,353 | $870.52K | Shares increased 13.96%; reported value increased 19.49%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 0.09% | 11,738 | $405.94K | Shares decreased 28.22%; reported value decreased 53.37%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.10% | 11,637 | $438.81K | Shares decreased 0.86%; reported value increased 8.10%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.10% | 11,890 | $458.93K | Shares increased 2.17%; reported value increased 4.58%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 0.12% | 13,186 | $599.40K | Shares increased 10.90%; reported value increased 30.61%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.14% | 13,189 | $713.90K | Shares increased 0.02%; reported value increased 19.10%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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