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iShares S&P SmallCap 600 Index shares owned by Amg National Trust Bank

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

Historical chart of Amg National Trust Bank 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 Amg National Trust Bank 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 Amg National Trust Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 32k 115.13
2024-09-30 $3.7M 31k 116.96
2024-06-30 $3.6M 34k 106.66
2024-03-31 $3.1M 28k 110.52
2023-12-31 $3.1M 29k 108.25
2023-09-30 $2.4M 25k 94.33
2023-06-30 $2.4M 24k 99.65
2023-03-31 $2.0M 21k 96.70
2022-12-31 $2.0M 21k 94.64
2022-09-30 $2.1M 24k 87.19
2022-06-30 $2.0M 20k 97.29
2022-03-31 $2.1M 20k 107.90
2021-12-31 $2.3M 20k 114.48
2021-09-30 $2.2M 20k 109.18
2021-06-30 $2.2M 20k 112.95
2021-03-31 $2.0M 18k 108.56
2020-12-31 $1.0M 11k 91.87
2020-09-30 $1.2M 17k 70.20
2020-06-30 $1.3M 19k 68.30
2020-03-31 $241k 4.3k 56.05
2019-12-31 $361k 4.3k 83.95
2019-09-30 $335k 4.3k 77.91
2019-06-30 $337k 4.3k 78.37
2019-03-31 $332k 4.3k 77.21
2018-12-31 $298k 4.3k 69.30
2018-09-30 $375k 4.3k 87.21
2018-06-30 $359k 4.3k 83.49
2018-03-31 $331k 4.3k 76.98
2017-12-31 $330k 4.3k 76.74
2017-09-30 $319k 4.3k 74.19
2017-06-30 $301k 4.3k 70.00
2017-03-31 $297k 4.3k 69.07
2016-12-31 $296k 2.2k 137.67
2016-09-30 $267k 2.2k 124.19
2016-06-30 $291k 2.5k 116.07
2016-03-31 $242k 2.2k 112.56
2015-12-31 $237k 2.2k 110.23

More positions owned by Amg National Trust Bank

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Lowe's Companies (LOW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ball Corporation (BALL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Amg National Trust Bank

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index