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iShares S&P SmallCap 600 Index shares owned by Nwam

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

Historical chart of Nwam 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 Nwam 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 Nwam

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 28k 109.33
2023-12-31 $5.6M 51k 108.25
2023-09-30 $8.2M 87k 94.33
2023-06-30 $12M 122k 99.65
2023-03-31 $8.9M 92k 96.70
2022-12-31 $13M 137k 94.64
2022-09-30 $12M 134k 87.19
2022-06-30 $11M 119k 93.04
2022-03-31 $13M 124k 107.88
2021-12-31 $15M 126k 114.51
2021-09-30 $13M 117k 109.19
2021-06-30 $12M 110k 112.98
2021-03-31 $11M 97k 108.52
2020-12-31 $4.6M 50k 91.91
2020-09-30 $2.5M 36k 70.23
2020-06-30 $4.2M 62k 68.29
2020-03-31 $2.2M 39k 56.11
2019-12-31 $3.2M 38k 83.86
2019-09-30 $3.3M 43k 77.83
2019-06-30 $3.5M 45k 78.28
2019-03-31 $3.4M 44k 77.15
2018-12-31 $2.8M 40k 69.33
2018-09-30 $3.5M 40k 87.23
2018-06-30 $2.8M 34k 83.46
2018-03-31 $2.7M 35k 77.02
2017-12-31 $3.4M 45k 76.81
2017-09-30 $3.4M 46k 74.22
2017-06-30 $3.6M 52k 70.12
2017-03-31 $1.9M 27k 69.15
2016-12-31 $2.0M 15k 137.50
2016-09-30 $1.7M 14k 124.13
2016-06-30 $1.6M 14k 116.20
2016-03-31 $1.6M 14k 112.57
2015-12-31 $1.6M 15k 110.08
2015-06-30 $637k 5.0k 127.40
2015-03-31 $376k 3.2k 118.02
2014-12-31 $656k 5.7k 115.19
2014-09-30 $347k 3.3k 104.17
2014-06-30 $263k 2.3k 112.30
2014-03-31 $258k 2.3k 109.97
2013-12-31 $246k 2.3k 109.14
2013-09-30 $229k 2.3k 99.91
2013-06-30 $210k 2.3k 90.36

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

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