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iShares S&P SmallCap 600 Index shares owned by Legacy Wealth Management

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

Historical chart of Legacy Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $56M 488k 115.22
2024-09-30 $56M 478k 116.96
2024-06-30 $50M 465k 106.66
2024-03-31 $50M 452k 110.52
2023-12-31 $47M 436k 108.25
2023-09-30 $39M 413k 94.33
2023-06-30 $41M 406k 99.65
2023-03-31 $38M 390k 96.70
2022-12-31 $36M 381k 94.64
2022-09-30 $32M 366k 87.19
2022-06-30 $32M 349k 92.41
2022-03-31 $36M 335k 107.88
2021-12-31 $37M 321k 114.51
2021-09-30 $32M 296k 109.19
2021-06-30 $30M 269k 112.98
2021-03-31 $28M 261k 108.53
2020-12-31 $26M 280k 91.90
2020-09-30 $20M 279k 70.23
2020-06-30 $19M 279k 68.29
2020-03-31 $24M 432k 56.11
2019-12-31 $57M 685k 83.85
2019-09-30 $53M 677k 77.84
2019-06-30 $49M 621k 78.28
2019-03-31 $42M 547k 77.15
2018-12-31 $21M 304k 69.32
2018-09-30 $38M 430k 87.24
2018-06-30 $793k 9.5k 83.45
2018-03-31 $780k 10k 77.03
2017-12-31 $806k 11k 76.81
2017-09-30 $773k 10k 74.27
2017-06-30 $697k 9.9k 70.13
2017-03-31 $602k 8.7k 69.27
2016-12-31 $596k 4.3k 137.53
2016-09-30 $536k 4.3k 124.16
2016-06-30 $520k 4.5k 116.33

More positions owned by Legacy Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1000 Index Etf (SCHK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Legacy Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index