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iShares S&P SmallCap 600 Index shares owned by Legacy Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $24M 205k 115.22
2024-09-30 $23M 193k 116.96
2024-06-30 $18M 169k 106.66
2024-03-31 $18M 162k 110.52
2023-12-31 $16M 151k 108.25
2023-09-30 $14M 146k 94.79
2023-06-30 $14M 139k 99.65
2023-03-31 $10M 105k 96.70
2022-12-31 $8.3M 88k 94.64
2022-09-30 $4.7M 54k 87.18
2022-06-30 $626k 6.8k 92.43
2022-03-31 $699k 6.5k 107.90

More positions owned by Legacy Advisors

MasTec (MTZ)
Vertex Cl A (VERX)
Trust For Professional Man Jensen Quality (JGRW)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Legacy Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index