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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Legacy Trust 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 Trust

Quarter filed Position value Share count Share price at filing
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

More positions owned by Legacy Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
State Street ETF/USA Tr Unit (SPY)
United Rentals (URI)
Visa Com Cl A (V)
Ishares Core S&p500 Etf (IVV)
W.W. Grainger (GWW)
Palo Alto Networks (PANW)
Lennar Corp Cl A (LEN)
Alphabet Cap Stk Cl A (GOOGL)
iShares ETFs/USA Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
American Express Company (AXP)

View all positions for Legacy Trust

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index