iShares S&P SmallCap 600 Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates 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 A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by A. Montag and Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $25M | 224k | 110.52 |
2023-12-31 | $23M | 211k | 108.25 |
2023-09-30 | $10M | 110k | 94.79 |
2023-06-30 | $11M | 108k | 99.65 |
2023-03-31 | $13M | 136k | 96.70 |
2022-12-31 | $11M | 118k | 94.64 |
2022-09-30 | $8.3M | 95k | 87.19 |
2022-06-30 | $9.5M | 103k | 92.41 |
2022-03-31 | $13M | 122k | 107.88 |
2021-12-31 | $23M | 202k | 114.51 |
2021-09-30 | $18M | 162k | 109.19 |
2021-06-30 | $22M | 192k | 112.98 |
2021-03-31 | $20M | 182k | 108.53 |
2020-12-31 | $16M | 174k | 91.90 |
2020-09-30 | $5.4M | 77k | 70.23 |
2020-06-30 | $8.8M | 129k | 68.29 |
2020-03-31 | $1.3M | 23k | 56.10 |
2019-12-31 | $2.2M | 26k | 83.84 |
2019-09-30 | $2.2M | 29k | 77.84 |
2019-06-30 | $2.2M | 29k | 78.28 |
2019-03-31 | $2.2M | 29k | 77.16 |
2018-12-31 | $2.5M | 36k | 69.32 |
2018-09-30 | $4.3M | 50k | 87.24 |
2018-06-30 | $4.5M | 54k | 83.46 |
2018-03-31 | $2.9M | 38k | 77.02 |
2017-12-31 | $7.6M | 99k | 76.81 |
2017-09-30 | $8.8M | 119k | 74.22 |
2017-06-30 | $14M | 194k | 70.11 |
2017-03-31 | $15M | 223k | 69.16 |
2016-12-31 | $16M | 118k | 137.52 |
2016-09-30 | $8.0M | 65k | 124.14 |
2016-06-30 | $4.9M | 42k | 116.20 |
2016-03-31 | $630k | 5.6k | 112.60 |
2015-12-31 | $389k | 3.5k | 110.04 |
2015-09-30 | $377k | 3.5k | 106.65 |
2015-06-30 | $420k | 3.6k | 117.81 |
2015-03-31 | $391k | 3.3k | 117.95 |
2014-12-31 | $375k | 3.3k | 114.16 |
2014-09-30 | $405k | 3.9k | 104.25 |
2014-06-30 | $581k | 5.2k | 112.05 |
2014-03-31 | $583k | 5.3k | 110.10 |
2013-12-31 | $468k | 4.3k | 109.22 |
2013-09-30 | $335k | 3.4k | 99.85 |
2011-06-30 | $711k | 9.7k | 73.30 |
2011-03-31 | $890k | 12k | 73.55 |
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