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iShares S&P SmallCap 600 Index shares owned by 55i

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $63M 725k 87.19
2022-06-30 $8.9M 96k 92.41
2022-03-31 $31M 286k 107.88
2021-12-31 $40M 345k 114.51
2021-09-30 $34M 315k 109.19
2021-06-30 $30M 263k 112.98
2021-03-31 $25M 226k 108.53
2020-12-31 $11M 120k 91.90
2020-09-30 $20M 282k 70.23
2020-06-30 $9.8M 143k 68.29
2020-03-31 $638k 10k 61.06
2019-12-31 $237k 2.8k 83.80

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index