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iShares S&P SmallCap 600 Index shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 18k 110.52
2023-12-31 $2.2M 20k 108.25
2023-09-30 $1.8M 19k 94.33
2023-06-30 $1.9M 20k 99.65
2023-03-31 $1.9M 19k 96.70
2022-12-31 $1.8M 19k 94.64
2022-09-30 $1.7M 19k 87.17
2022-06-30 $1.8M 19k 92.40
2022-03-31 $2.3M 21k 107.86
2021-12-31 $2.4M 21k 114.54
2021-09-30 $2.3M 21k 109.19
2021-06-30 $2.4M 22k 112.96
2021-03-31 $2.4M 22k 108.52
2020-12-31 $2.0M 22k 91.92
2020-09-30 $1.5M 22k 70.21
2020-06-30 $1.5M 22k 68.27
2020-03-31 $1.3M 24k 56.09
2019-12-31 $2.1M 25k 83.86
2019-09-30 $2.0M 25k 77.88
2019-06-30 $2.0M 25k 78.27
2019-03-31 $2.3M 30k 77.14
2018-12-31 $2.4M 34k 69.34
2018-09-30 $435k 5.0k 87.17
2018-06-30 $403k 4.8k 83.37
2018-03-31 $428k 5.6k 77.01
2017-12-31 $306k 4.0k 76.73
2017-09-30 $172k 2.3k 74.14
2017-06-30 $162k 2.3k 70.01
2017-03-31 $160k 2.3k 69.14
2016-12-31 $331k 2.4k 137.63
2016-09-30 $297k 2.4k 123.96
2016-06-30 $278k 2.4k 116.03
2016-03-31 $269k 2.4k 112.46
2015-12-31 $262k 2.4k 110.04
2015-09-30 $253k 2.4k 106.66
2015-06-30 $280k 2.4k 118.04
2015-03-31 $279k 2.4k 117.87
2014-12-31 $269k 2.4k 113.89
2014-09-30 $246k 2.4k 104.33
2014-06-30 $287k 2.6k 112.24
2014-03-31 $281k 2.6k 110.02
2013-12-31 $413k 3.8k 109.23

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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