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

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

Historical chart of BEAM Asset Management 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 BEAM Asset Management 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $475k 4.3k 110.53
2023-12-31 $224k 2.1k 108.26
2023-06-30 $317k 3.2k 99.64
2023-03-31 $299k 3.1k 96.70
2022-12-31 $292k 3.1k 94.65
2022-09-30 $272k 3.1k 87.21
2022-06-30 $254k 2.7k 92.43
2022-03-31 $329k 3.1k 107.76
2021-12-31 $313k 2.7k 114.57
2021-06-30 $1.4M 12k 112.98
2021-03-31 $1.3M 12k 108.50
2020-12-31 $1.1M 12k 91.93
2020-03-31 $2.9M 52k 56.11
2019-12-31 $2.8M 34k 83.85

More positions owned by BEAM Asset Management

Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Covington Trust Fidelity Magelan (FMAG)
Ishares Msci World Etf (URTH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for BEAM Asset Management

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