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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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