Legacy Wealth Partners »

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

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

Historical chart of Legacy Wealth Partners 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 Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $708k 5.7k 124.32

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index