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
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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 |
|---|---|---|---|
| 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 |
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