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iShares S&P SmallCap 600 Index shares owned by Apex Investment Services

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

Historical chart of Apex Investment Services 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 Apex Investment Services 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 Apex Investment Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $912k 7.9k 115.22
2024-09-30 $1.1M 9.6k 116.96
2024-06-30 $1.0M 9.8k 106.66
2024-03-31 $1.1M 10k 110.52
2023-12-31 $1.1M 10k 108.25
2023-09-30 $952k 10k 94.33
2023-06-30 $1.0M 10k 99.65
2023-03-31 $1.0M 11k 96.70
2022-12-31 $1.1M 11k 94.64
2022-09-30 $952k 11k 87.20
2022-06-30 $1.0M 11k 92.38
2022-03-31 $1.2M 11k 107.92
2021-12-31 $1.3M 12k 114.48
2021-09-30 $1.3M 12k 109.22
2021-06-30 $1.3M 12k 112.94
2021-03-31 $1.3M 12k 108.55
2020-12-31 $1.3M 14k 91.91
2020-09-30 $994k 14k 70.24
2020-06-30 $1.0M 15k 68.26
2020-03-31 $901k 16k 56.11
2019-12-31 $621k 7.4k 83.88
2019-09-30 $578k 7.4k 77.79
2019-06-30 $579k 7.4k 78.26
2019-03-31 $573k 7.4k 77.10
2018-12-31 $529k 7.6k 69.28
2018-09-30 $212k 2.4k 87.39
2018-06-30 $217k 2.6k 83.46
2018-03-31 $200k 2.6k 76.92
2017-12-31 $200k 2.6k 76.92
2016-09-30 $249k 2.0k 124.38
2016-06-30 $257k 2.2k 116.03
2016-03-31 $254k 2.3k 112.44
2015-12-31 $747k 6.8k 110.18
2015-09-30 $723k 6.8k 106.61
2015-06-30 $799k 6.8k 117.83
2015-03-31 $800k 6.8k 117.98
2014-12-31 $774k 6.8k 114.08
2014-09-30 $708k 6.8k 104.32
2014-06-30 $761k 6.8k 112.13
2014-03-31 $748k 6.8k 110.21
2013-12-31 $794k 7.3k 109.13
2013-09-30 $731k 7.3k 99.80
2013-06-30 $662k 7.3k 90.38
2013-03-31 $638k 7.3k 87.10
2012-12-31 $572k 7.3k 78.09

More positions owned by Apex Investment Services

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Mbs Etf (MBB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Spdr Ser Tr Portfli Tips Etf (SPIP)

View all positions for Apex Investment Services

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