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iShares S&P SmallCap 600 Index shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 238k 116.96
2024-06-30 $26M 247k 106.66
2024-03-31 $27M 247k 110.52
2023-12-31 $20M 185k 108.25
2023-09-30 $17M 185k 94.33
2023-06-30 $18M 181k 99.65
2023-03-31 $17M 180k 96.70
2022-12-31 $21M 218k 94.64
2022-09-30 $19M 217k 87.19
2022-06-30 $20M 220k 92.41
2022-03-31 $27M 249k 107.88
2021-12-31 $24M 205k 114.51
2021-09-30 $22M 200k 109.19
2021-06-30 $22M 197k 112.98
2021-03-31 $23M 212k 108.53
2020-12-31 $20M 214k 91.90
2020-09-30 $17M 234k 70.23
2020-06-30 $15M 223k 68.29
2020-03-31 $11M 203k 56.11
2019-12-31 $29M 346k 83.85
2019-09-30 $51M 654k 77.84
2019-06-30 $44M 568k 77.15
2019-03-31 $44M 568k 77.15
2018-12-31 $11M 151k 69.32
2018-09-30 $13M 147k 87.24
2018-06-30 $12M 139k 83.46
2018-03-31 $10M 135k 77.00
2017-12-31 $12M 156k 76.81

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
New York Life Investments Et Nyli Hedge Multi (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for APCM Wealth Management for Individuals

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