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iShares S&P SmallCap 600 Index shares owned by Allie Family Office

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

Historical chart of Allie Family Office 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 Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $474k 4.0k 116.96
2024-06-30 $432k 4.0k 106.66
2024-03-31 $447k 4.0k 110.52
2023-12-31 $438k 4.0k 108.25
2023-09-30 $383k 4.0k 94.59
2023-06-30 $276k 2.8k 99.65
2023-03-31 $268k 2.8k 96.70
2022-06-30 $203k 2.2k 92.44
2022-03-31 $237k 2.2k 107.92

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Allie Family Office

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