Jackson, Grant Investment Advisers »

iShares S&P SmallCap 600 Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $126k 1.1k 110.55
2023-12-31 $153k 1.4k 108.22
2023-09-30 $133k 1.4k 94.35
2023-06-30 $140k 1.4k 99.66
2023-03-31 $136k 1.4k 96.67
2022-12-31 $89k 938 94.67
2022-09-30 $81k 934 86.72
2022-06-30 $86k 929 92.57
2022-03-31 $100k 926 107.99
2021-12-31 $106k 925 114.59
2021-09-30 $100k 919 108.81
2021-06-30 $151k 1.3k 112.69
2021-03-31 $307k 2.8k 108.63
2020-12-31 $259k 2.8k 91.84
2020-09-30 $198k 2.8k 70.41
2020-06-30 $191k 2.8k 68.21
2020-03-31 $157k 2.8k 56.25
2019-12-31 $233k 2.8k 83.87
2019-09-30 $215k 2.8k 77.79
2019-06-30 $267k 3.4k 78.30
2019-03-31 $262k 3.4k 77.08
2018-12-31 $235k 3.4k 69.36
2018-09-30 $293k 3.4k 87.15
2018-06-30 $246k 2.9k 83.53
2018-03-31 $258k 3.4k 76.97
2017-12-31 $257k 3.3k 76.92
2017-09-30 $246k 3.3k 74.10
2017-06-30 $232k 3.3k 70.09
2017-03-31 $228k 3.3k 69.11
2016-12-31 $227k 1.6k 137.66
2016-09-30 $203k 1.6k 123.93
2016-06-30 $190k 1.6k 116.00
2016-03-31 $183k 1.6k 112.48
2015-12-31 $215k 2.0k 110.26

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index