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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
2024-03-31 $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)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares U S Etf Tr Bloomberg Roll (CMDY)

View all positions for APCM Wealth Management for Individuals

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