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
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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 |
|---|---|---|---|
| 2025-09-30 | $27M | 225k | 118.83 |
| 2025-06-30 | $222k | 24k | 9.15 |
| 2025-03-31 | $23M | 216k | 104.57 |
| 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 |
Top funds holding iShares S&P SmallCap 600 Index
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