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

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

Historical chart of Legacy Wealth Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $211k 2.4k 87.01
2022-06-30 $233k 2.5k 92.57
2022-03-31 $270k 2.5k 107.70
2020-09-30 $2.5M 35k 70.22
2020-06-30 $2.5M 37k 68.30
2020-03-31 $2.0M 36k 56.11
2019-12-31 $2.2M 26k 83.86

More positions owned by Legacy Wealth Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Glb High Div Fd (DEW)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index