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iShares S&P SmallCap 600 Index shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-03-31 $865k 7.8k 110.52
2023-12-31 $865k 8.0k 108.25
2023-09-30 $770k 8.2k 94.33
2023-06-30 $831k 8.3k 99.65
2023-03-31 $822k 8.5k 96.70
2022-12-31 $768k 8.1k 94.64
2022-09-30 $708k 8.1k 87.24
2022-06-30 $2.8M 30k 92.41
2022-03-31 $4.1M 38k 107.87
2021-12-31 $4.6M 40k 114.51
2021-09-30 $5.2M 48k 109.20
2021-06-30 $6.0M 53k 112.98
2021-03-31 $6.9M 64k 108.54
2020-12-31 $6.3M 69k 91.91
2020-09-30 $4.7M 67k 70.23
2020-06-30 $4.6M 67k 68.29
2020-03-31 $3.4M 62k 56.12
2019-12-31 $3.9M 51k 77.83
2019-09-30 $4.1M 53k 77.83
2019-06-30 $3.6M 46k 78.29
2019-03-31 $3.3M 43k 77.00
2018-12-31 $3.0M 43k 69.31
2018-09-30 $3.6M 41k 87.25
2018-06-30 $3.6M 43k 83.46
2018-03-31 $3.4M 44k 77.02
2017-12-31 $4.0M 52k 76.80
2017-09-30 $3.8M 51k 74.22
2017-06-30 $3.5M 51k 70.12
2017-03-31 $3.5M 51k 69.17
2016-12-31 $3.7M 27k 137.53
2016-09-30 $3.4M 27k 124.15

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Quality Grow (QGRO)
Columbia Etf Tr I Multi Sec Muni (MUST)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Total Usd (IUSB)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Moneywise

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