iShares S&P SmallCap 600 Index shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners 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 Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 12k | 37.71 |
| 2025-06-30 | $406k | 12k | 34.58 |
| 2025-03-31 | $871k | 16k | 53.23 |
| 2024-12-31 | $729k | 14k | 50.77 |
| 2024-09-30 | $240k | 9.2k | 26.25 |
| 2024-06-30 | $258k | 2.4k | 106.63 |
| 2023-09-30 | $12M | 131k | 94.33 |
| 2023-06-30 | $6.7M | 67k | 99.65 |
| 2023-03-31 | $7.2M | 74k | 96.70 |
| 2022-12-31 | $3.6M | 38k | 94.64 |
| 2022-09-30 | $3.3M | 38k | 87.20 |
| 2022-06-30 | $3.4M | 37k | 92.42 |
| 2022-03-31 | $3.6M | 33k | 107.88 |
| 2021-12-31 | $13M | 116k | 112.33 |
| 2021-09-30 | $13M | 3.4M | 3.68 |
| 2021-06-30 | $9.6M | 85k | 112.97 |
| 2021-03-31 | $8.6M | 80k | 108.53 |
| 2020-12-31 | $11M | 114k | 91.90 |
More positions owned by Legacy Capital Wealth Partners
View all positions for Legacy Capital Wealth Partners
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index