Marcia E. Wade »

iShares S&P SmallCap 600 Index shares owned by Marcia E. Wade

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Marcia E. Wade from 13F filings

Historical chart of Marcia E. Wade 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 Marcia E. Wade 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 Marcia E. Wade

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 30k 110.52
2023-12-31 $3.2M 30k 108.25
2023-09-30 $2.8M 30k 94.33
2023-06-30 $3.8M 38k 99.65
2023-03-31 $4.0M 41k 96.70
2022-12-31 $3.8M 40k 94.64
2022-09-30 $3.4M 39k 87.20
2022-06-30 $3.4M 37k 92.40
2022-03-31 $3.1M 28k 107.87
2021-12-31 $3.3M 29k 114.52
2021-09-30 $3.2M 29k 109.20
2021-06-30 $3.3M 29k 112.97
2021-03-31 $3.3M 30k 108.53
2020-12-31 $2.9M 31k 91.91
2020-09-30 $2.2M 31k 70.21
2020-06-30 $1.8M 27k 68.30
2020-03-31 $2.1M 27k 78.27
2019-12-31 $2.0M 24k 83.84
2019-09-30 $1.9M 24k 77.84
2019-06-30 $2.1M 27k 78.27
2019-03-31 $2.4M 31k 77.16
2018-12-31 $2.5M 36k 69.30
2018-09-30 $3.1M 35k 87.23
2018-06-30 $2.2M 26k 83.47
2018-03-31 $1.8M 24k 76.99
2017-12-31 $1.3M 18k 76.82
2017-09-30 $1.3M 18k 74.24
2017-06-30 $1.5M 21k 70.09
2017-03-31 $1.6M 24k 69.16
2016-12-31 $1.6M 12k 137.48
2016-09-30 $1.9M 15k 124.17
2016-06-30 $2.4M 21k 116.22
2016-03-31 $3.0M 27k 112.58
2015-12-31 $1.6M 14k 110.12
2015-09-30 $288k 2.7k 106.67
2015-06-30 $318k 2.7k 117.78
2015-03-31 $295k 2.5k 118.00
2014-12-31 $285k 2.5k 114.00
2012-12-31 $17k 217 78.34
2012-09-30 $17k 217 78.34
2012-06-30 $16k 217 73.73
2012-03-31 $17k 217 78.34
2011-12-31 $15k 217 69.12
2011-09-30 $13k 217 59.91
2011-06-30 $16k 217 73.73
2011-03-31 $16k 217 73.73

More positions owned by Marcia E. Wade

Nvidia Corp Common Stock (NVDA)
Ishares Tr Core Us Aggregate Bond Etf Fixed Income/taxable Etf (AGG)
Spdr S&p 500 Etf Trust Large Cap Exchange Traded Fds (SPY)
Etf Ishares Inc Msci Emr Ex China International Exch. Traded Fds (EMXC)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Franklin Dynamic Municipal Bond Etf Fixed Income/taxable Etf (FLMI)
Ishares Msci Eafe Index International Exch. Traded Fds (EFA)
Vanguard Ftse Emerging Markets Etf International Exch. Traded Fds (VWO)
Costco Wholesale Corp Common Stock (COST)
Meta Platforms Common Stock (META)
Adobe Systems Incorporated Common Stock (ADBE)
Vanguard Ftse Developed Markets Etf International Exch. Traded Fds (VEA)

View all positions for Marcia E. Wade

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index