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iShares S&P SmallCap 600 Index shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 23k 110.52
2023-12-31 $2.5M 23k 108.25
2023-09-30 $2.1M 22k 94.33
2023-06-30 $2.2M 22k 99.65
2023-03-31 $2.1M 22k 96.70
2022-12-31 $2.2M 23k 94.64
2022-09-30 $2.0M 24k 87.01
2022-06-30 $2.0M 22k 92.22
2022-03-31 $2.3M 22k 107.74
2021-12-31 $2.6M 23k 114.57
2021-09-30 $1.7M 16k 109.06
2021-06-30 $1.7M 15k 113.01
2021-03-31 $1.4M 13k 108.44
2020-12-31 $1.1M 12k 91.92
2020-09-30 $881k 13k 70.22
2020-06-30 $853k 13k 68.36
2020-03-31 $877k 16k 56.11
2019-12-31 $1.1M 13k 83.84
2019-09-30 $1.1M 14k 77.93
2019-06-30 $1.0M 13k 78.31
2019-03-31 $1.0M 13k 77.19
2018-12-31 $1.1M 15k 69.36
2018-09-30 $1.3M 15k 87.22
2018-06-30 $1.2M 15k 83.48
2018-03-31 $1.0M 13k 77.04
2017-09-30 $942k 13k 74.21
2017-06-30 $713k 10k 70.11
2017-03-31 $633k 9.1k 69.20
2016-12-31 $629k 4.6k 137.52
2016-09-30 $568k 4.6k 124.15
2016-06-30 $565k 4.9k 116.14
2016-03-31 $484k 4.3k 112.51
2015-12-31 $474k 4.3k 110.18
2015-09-30 $495k 4.6k 106.64
2015-06-30 $547k 4.6k 117.84
2015-03-31 $540k 4.6k 117.93
2014-12-31 $522k 4.6k 114.00
2014-09-30 $530k 5.1k 104.35
2014-06-30 $531k 4.7k 112.05
2014-03-31 $563k 5.1k 110.09
2013-12-31 $569k 5.2k 109.13
2013-06-30 $417k 4.6k 90.38
2013-03-31 $402k 4.6k 87.13
2012-12-31 $360k 4.6k 78.02

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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