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iShares S&P SmallCap 600 Index shares owned by Aufman Associates

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

Historical chart of Aufman 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 Aufman Associates 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 Aufman Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $428k 3.9k 110.51
2023-12-31 $418k 3.9k 108.25
2023-09-30 $376k 4.0k 94.33
2023-06-30 $397k 4.0k 99.65
2023-03-31 $385k 4.0k 96.71
2022-12-31 $377k 4.0k 94.64

More positions owned by Aufman Associates

Vanguard Small-Cap Index ETF Etf (VB)
Vanguard 500 Index ETF Etf (VOO)
Vanguard Developed Markets Index ETF Etf (VEA)
Seagate Technology Holdings Stock (STX)
Vanguard Mid-Cap Growth Index ETF Etf (VOT)
Minerals Technologies Stock (MTX)
iShares Core S&P 500 Index ETF Etf (IVV)
Berkshire Hathaway Cl B Stock (BRK.B)
Vanguard FTSE All-World ex US Index ETF Etf (VEU)
Crown Castle International Reit (CCI)
Revvity Stock (RVTY)
Alphabet Cl C Stock (GOOG)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Exxon Mobil Stock (XOM)

View all positions for Aufman Associates

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