iShares S&P SmallCap 600 Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 76k | 118.83 |
| 2025-06-30 | $8.3M | 76k | 109.29 |
| 2025-03-31 | $7.7M | 74k | 104.57 |
| 2024-12-31 | $8.5M | 74k | 115.22 |
| 2024-09-30 | $8.7M | 74k | 116.96 |
| 2024-06-30 | $7.9M | 74k | 106.66 |
| 2024-03-31 | $8.2M | 74k | 110.52 |
| 2023-12-31 | $8.4M | 78k | 108.25 |
| 2023-09-30 | $7.0M | 74k | 94.33 |
| 2023-06-30 | $7.4M | 74k | 99.65 |
| 2023-03-31 | $7.1M | 73k | 96.70 |
| 2022-12-31 | $6.9M | 73k | 94.64 |
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