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iShares S&P SmallCap 600 Index shares owned by Barrett & Company

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

Historical chart of Barrett & 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 Barrett & 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $783k 7.1k 110.52
2023-12-31 $767k 7.1k 108.25
2023-09-30 $663k 7.0k 94.33
2023-06-30 $691k 6.9k 99.65
2023-03-31 $661k 6.8k 96.70
2022-12-31 $647k 6.8k 94.63
2022-09-30 $647k 6.8k 94.63

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech (XT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index