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iShares S&P SmallCap 600 Index shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Private Trust 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 Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 79k 110.52
2023-12-31 $8.6M 80k 108.25
2023-09-30 $8.9M 94k 94.33
2023-06-30 $10M 100k 99.65
2023-03-31 $16M 168k 96.70
2022-12-31 $17M 180k 94.64
2022-09-30 $22M 257k 87.19
2022-06-30 $22M 242k 92.41
2022-03-31 $23M 217k 107.88
2021-12-31 $25M 221k 114.51
2021-09-30 $24M 221k 109.19
2021-06-30 $25M 220k 112.98
2021-03-31 $15M 142k 108.53
2020-12-31 $11M 117k 91.90
2020-09-30 $7.8M 111k 70.23
2020-06-30 $7.6M 111k 68.29
2020-03-31 $5.0M 90k 56.11
2019-12-31 $5.9M 70k 83.85
2019-09-30 $6.7M 86k 77.84
2019-06-30 $7.4M 95k 78.28
2019-03-31 $6.8M 88k 77.15
2018-12-31 $6.9M 100k 69.32
2018-09-30 $6.4M 74k 87.24
2018-06-30 $3.4M 40k 83.46
2018-03-31 $456k 5.9k 77.09
2017-12-31 $258k 3.4k 76.67
2017-09-30 $218k 2.9k 74.28
2017-03-31 $218k 3.2k 69.12
2015-09-30 $1.7M 16k 106.54
2015-06-30 $1.8M 16k 117.88
2015-03-31 $2.6M 22k 118.03
2014-12-31 $2.1M 19k 114.07
2014-09-30 $2.0M 19k 104.30
2014-06-30 $2.9M 26k 112.10
2014-03-31 $9.0M 81k 110.15
2013-12-31 $21M 190k 109.13
2013-09-30 $15M 153k 99.80
2013-06-30 $15M 161k 90.31
2012-09-30 $18M 231k 77.07
2012-06-30 $16M 214k 73.27
2012-03-31 $16M 211k 76.31
2011-12-31 $16M 233k 68.30
2011-09-30 $617k 11k 58.56
2011-06-30 $3.6M 50k 73.32

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
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