iShares S&P SmallCap 600 Index shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $15k | 130 | 115.22 |
| 2024-09-30 | $15k | 130 | 116.96 |
| 2024-06-30 | $14k | 130 | 106.66 |
| 2024-03-31 | $14k | 130 | 110.52 |
| 2023-12-31 | $14k | 130 | 108.25 |
| 2023-09-30 | $12k | 130 | 94.33 |
| 2023-06-30 | $13k | 130 | 99.65 |
| 2023-03-31 | $13k | 130 | 96.70 |
| 2022-12-31 | $12k | 130 | 94.64 |
| 2022-09-30 | $11k | 130 | 87.19 |
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