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iShares S&P SmallCap 600 Index shares owned by Whittier Trust

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

Historical chart of Whittier Trust 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 Whittier Trust 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 Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $60M 556k 108.25
2023-09-30 $65M 691k 94.33
2023-06-30 $67M 675k 99.65
2023-03-31 $71M 735k 96.70
2022-12-31 $66M 700k 94.64
2022-09-30 $53M 609k 87.19
2022-06-30 $54M 583k 92.40
2022-03-31 $64M 590k 107.88
2021-12-31 $63M 552k 114.51
2021-09-30 $54M 494k 109.19
2021-06-30 $52M 463k 112.98
2021-03-31 $49M 447k 108.53
2020-12-31 $37M 402k 91.90
2020-09-30 $27M 390k 70.22
2020-06-30 $27M 389k 68.29
2020-03-31 $21M 367k 56.11
2019-12-31 $24M 283k 83.85
2019-09-30 $20M 259k 77.84
2019-06-30 $17M 211k 78.28
2019-03-31 $14M 184k 77.15
2018-12-31 $9.4M 136k 69.31
2018-09-30 $10M 120k 87.24
2018-06-30 $1.5M 13k 112.05
2018-03-31 $5.6M 72k 77.01
2017-12-31 $5.8M 76k 76.81
2017-09-30 $4.9M 67k 74.21
2017-06-30 $4.7M 67k 70.11
2017-03-31 $4.8M 70k 69.16
2016-12-31 $4.2M 31k 137.53
2016-09-30 $1.6M 13k 124.16
2016-06-30 $1.4M 12k 116.22
2016-03-31 $1.3M 11k 112.61
2015-12-31 $1.3M 11k 110.08
2015-09-30 $1.1M 10k 106.60
2015-06-30 $1.2M 10k 117.83
2015-03-31 $1.2M 9.9k 118.01
2014-12-31 $1.1M 9.5k 114.11
2014-09-30 $1.3M 13k 104.28
2014-06-30 $1.5M 13k 112.05
2014-03-31 $1.5M 14k 110.13
2013-12-31 $1.5M 14k 109.16
2013-09-30 $1.4M 14k 99.80
2013-06-30 $1.2M 14k 90.28
2012-03-31 $1.1M 14k 76.31

More positions owned by Whittier Trust

Apple Computer Us Large-cap Equities (AAPL)
Microsoft Corp Us Large-cap Equities (MSFT)
SPDR TR S&P 500 Etf Equity (SPY)
Ishares S&p 500 Index Etf Equity (IVV)
Nvidia Corp Us Large-cap Equities (NVDA)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
Amazon Us Large-cap Equities (AMZN)
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A)
Visa Inc Com Cl A Us Large-cap Equities (V)
J P Morgan Chase & Co Us Large-cap Equities (JPM)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY)
Broadcom Us Large-cap Equities (AVGO)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Vanguard Ftse Developed Markets Etf Equity (VEA)

View all positions for Whittier Trust

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