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iShares S&P SmallCap 600 Index shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 18k 108.25
2023-09-30 $1.7M 18k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.5M 16k 94.64
2022-09-30 $1.4M 16k 87.20
2022-06-30 $2.1M 23k 92.43
2022-03-31 $344k 3.2k 107.94
2021-12-31 $369k 3.2k 114.63
2021-09-30 $285k 2.6k 109.32
2021-06-30 $294k 2.6k 112.82
2021-03-31 $284k 2.6k 108.65
2020-12-31 $240k 2.6k 91.81
2020-09-30 $334k 4.8k 70.27
2020-06-30 $349k 5.1k 68.35
2020-03-31 $320k 5.7k 56.17
2019-12-31 $918k 11k 83.84
2019-09-30 $811k 10k 77.82
2019-06-30 $816k 10k 78.30
2019-03-31 $804k 10k 77.15
2018-12-31 $803k 12k 69.28
2018-09-30 $1.0M 12k 87.22
2018-06-30 $1.0M 12k 83.45
2018-03-31 $931k 12k 77.00
2017-12-31 $928k 12k 76.75
2017-09-30 $818k 11k 74.32
2017-06-30 $772k 11k 70.14
2017-03-31 $617k 8.9k 69.05
2016-12-31 $622k 4.5k 137.67
2014-12-31 $287k 2.5k 114.21
2014-09-30 $349k 3.3k 104.37
2014-06-30 $282k 2.5k 112.22
2014-03-31 $368k 3.3k 110.05

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Emerson Electric (EMR)
First Busey Corp Com New (BUSE)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Plan

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