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iShares S&P SmallCap 600 Index shares owned by New Legacy Group

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

Historical chart of New Legacy Group 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 New Legacy Group 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 New Legacy Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $566k 6.0k 94.33
2023-06-30 $598k 6.0k 99.65
2023-03-31 $580k 6.0k 96.70
2022-12-31 $568k 6.0k 94.64
2022-09-30 $523k 6.0k 87.17
2022-06-30 $554k 6.0k 92.33
2022-03-31 $647k 6.0k 107.83
2021-12-31 $687k 6.0k 114.50

More positions owned by New Legacy Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Uber Technologies (UBER)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Global X Fds Glb X Mlp Enrg I (MLPX)
Apple (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Rus 2000 Val Etf (IWN)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for New Legacy Group

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