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

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

Historical chart of Legacy Financial 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 Legacy Financial 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 9.5k 110.52
2023-09-30 $894M 9.5k 94329.99
2022-09-30 $892k 10k 87.15
2022-06-30 $1.5M 17k 92.39
2022-03-31 $2.2M 20k 107.90
2021-09-30 $2.3M 21k 109.17
2021-06-30 $2.4M 22k 112.97
2021-03-31 $2.4M 22k 108.53
2020-12-31 $2.1M 23k 91.91

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Legacy Financial Group

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index