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iShares S&P SmallCap 600 Index shares owned by Autumn Glory Partners

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

Historical chart of Autumn Glory Partners 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 Autumn Glory Partners 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 Autumn Glory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 19k 110.52
2023-12-31 $2.0M 20k 103.39
2023-09-30 $1.8M 19k 94.33
2023-06-30 $1.9M 19k 99.65
2023-03-31 $1.9M 19k 96.70
2022-12-31 $1.8M 19k 94.64
2022-09-30 $1.7M 19k 87.17
2022-06-30 $1.7M 19k 92.40
2022-03-31 $2.0M 19k 107.90
2021-12-31 $2.3M 20k 114.50

More positions owned by Autumn Glory Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Oneok (OKE)
Ishares Tr Core Div Grwth (DGRO)
Visa Com Cl A (V)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Williams Companies (WMB)
Raytheon Technologies Corp (RTX)
Unilever Spon Adr New (UL)
Walt Disney Company (DIS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Johnson & Johnson (JNJ)

View all positions for Autumn Glory Partners

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