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iShares S&P SmallCap 600 Index shares owned by Asset Allocation & Management Company

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

Historical chart of Asset Allocation & Management Company 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 Asset Allocation & Management Company 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 Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $612k 5.5k 110.45
2023-12-31 $600k 5.5k 108.28
2023-09-30 $523k 5.5k 94.39
2023-06-30 $552k 5.5k 99.62
2023-03-31 $642k 6.6k 96.67
2022-12-31 $629k 6.6k 94.71
2022-09-30 $579k 6.6k 87.19
2022-06-30 $614k 6.6k 92.46
2022-03-31 $716k 6.6k 107.82
2021-06-30 $753k 6.7k 113.01
2020-09-30 $757k 11k 70.22
2020-06-30 $736k 11k 68.27
2020-03-31 $605k 11k 56.12
2019-12-31 $844k 10k 83.90

More positions owned by Asset Allocation & Management Company

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Asset Allocation & Management Company

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index