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iShares S&P SmallCap 600 Index shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies 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 Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 128k 118.83
2025-06-30 $18M 162k 109.29
2025-03-31 $17M 161k 104.57
2024-12-31 $18M 156k 114.97
2024-09-30 $17M 144k 116.96
2024-06-30 $15M 138k 106.34
2024-03-31 $15M 132k 110.52
2023-12-31 $14M 128k 108.25
2023-09-30 $11M 121k 91.72
2023-06-30 $11M 105k 99.65
2023-03-31 $10M 106k 96.70
2022-12-31 $9.4M 99k 94.64
2022-09-30 $8.4M 97k 87.19
2022-06-30 $8.4M 91k 92.41
2022-03-31 $9.6M 89k 107.88
2021-12-31 $10M 88k 114.51
2021-09-30 $10M 91k 109.19
2021-06-30 $10M 89k 112.98
2021-03-31 $9.0M 83k 108.53
2020-12-31 $8.7M 95k 91.90
2020-09-30 $6.7M 95k 70.23
2020-06-30 $7.3M 107k 68.29
2020-03-31 $6.0M 107k 56.11
2019-12-31 $7.8M 93k 83.85
2019-09-30 $7.5M 93k 80.32
2019-06-30 $7.4M 95k 77.65
2019-03-31 $7.4M 96k 77.15
2018-12-31 $7.3M 105k 69.32
2018-09-30 $9.7M 124k 78.35
2018-06-30 $9.6M 115k 83.46
2018-03-31 $9.0M 117k 77.01
2017-12-31 $6.9M 90k 76.81

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index