iShares S&P SmallCap 600 Index shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 15k | 110.52 |
| 2023-12-31 | $1.6M | 14k | 108.25 |
| 2023-09-30 | $1.2M | 13k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $898k | 9.3k | 96.70 |
| 2022-12-31 | $887k | 9.4k | 94.64 |
| 2022-09-30 | $703k | 8.1k | 87.16 |
| 2022-06-30 | $660k | 7.1k | 92.39 |
| 2022-03-31 | $866k | 8.0k | 107.91 |
| 2021-12-31 | $853k | 7.5k | 114.48 |
| 2021-09-30 | $799k | 7.3k | 109.20 |
| 2021-06-30 | $649k | 5.7k | 112.97 |
| 2021-03-31 | $1.2M | 11k | 108.54 |
| 2020-12-31 | $954k | 10k | 91.80 |
| 2020-09-30 | $781k | 11k | 70.21 |
| 2020-06-30 | $809k | 12k | 68.30 |
| 2020-03-31 | $749k | 12k | 63.32 |
| 2019-12-31 | $1.7M | 20k | 83.83 |
| 2019-09-30 | $1.5M | 19k | 77.84 |
| 2019-06-30 | $1.5M | 19k | 78.28 |
| 2019-03-31 | $1.5M | 19k | 77.13 |
| 2018-12-31 | $944k | 14k | 69.35 |
| 2018-09-30 | $1.7M | 20k | 87.19 |
| 2018-06-30 | $1.8M | 21k | 85.86 |
| 2018-03-31 | $1.4M | 17k | 78.01 |
| 2017-12-31 | $1.1M | 15k | 76.79 |
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