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iShares S&P SmallCap 600 Index shares owned by Baldwin Investment Management

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

Historical chart of Baldwin Investment Management 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 Baldwin Investment Management 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 Baldwin Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 15k 118.83
2025-06-30 $1.6M 15k 109.29
2025-03-31 $1.6M 15k 104.57
2024-12-31 $1.8M 16k 115.22
2024-09-30 $2.1M 18k 116.96
2024-06-30 $1.9M 18k 106.66
2024-03-31 $2.0M 18k 110.52
2023-12-31 $2.0M 18k 108.25
2023-09-30 $1.7M 18k 94.33
2023-06-30 $1.9M 19k 99.65
2023-03-31 $1.8M 19k 96.70
2022-12-31 $1.8M 19k 94.64
2022-09-30 $1.6M 19k 87.17
2022-06-30 $1.8M 20k 92.40
2022-03-31 $2.2M 20k 107.90
2021-12-31 $2.3M 21k 114.49
2021-09-30 $2.3M 21k 109.20
2021-06-30 $2.3M 21k 112.98
2021-03-31 $2.2M 21k 108.54
2020-12-31 $2.1M 23k 91.91
2020-09-30 $1.6M 23k 70.25
2020-06-30 $1.5M 23k 68.30
2020-03-31 $1.3M 23k 56.12
2019-12-31 $2.0M 24k 83.86
2019-09-30 $1.9M 24k 77.84
2019-06-30 $1.9M 24k 78.29
2019-03-31 $1.9M 25k 77.17
2018-12-31 $1.7M 25k 69.33
2018-09-30 $2.4M 27k 87.25
2018-06-30 $2.3M 28k 83.45
2018-03-31 $1.9M 25k 77.02
2017-12-31 $1.9M 25k 76.81
2017-09-30 $1.8M 25k 74.23
2017-06-30 $1.8M 25k 70.11
2017-03-31 $1.8M 26k 69.17
2016-12-31 $1.8M 13k 137.49
2016-09-30 $1.8M 14k 124.16
2016-06-30 $1.7M 14k 116.22
2016-03-31 $1.6M 14k 112.59
2015-12-31 $1.6M 15k 110.09
2015-09-30 $1.6M 15k 106.56
2015-06-30 $1.7M 15k 117.91
2015-03-31 $1.7M 15k 118.04
2014-12-31 $1.7M 15k 114.07
2014-09-30 $1.5M 15k 104.29
2014-06-30 $1.7M 15k 112.12
2014-03-31 $1.6M 15k 110.16
2013-12-31 $1.6M 15k 109.15
2013-09-30 $1.5M 15k 99.81
2013-06-30 $1.4M 15k 90.33
2013-03-31 $1.3M 15k 87.03
2012-12-31 $1.2M 15k 78.09
2012-09-30 $1.2M 15k 77.10
2012-06-30 $1.2M 16k 73.30
2012-03-31 $1.2M 16k 76.30
2011-12-31 $1.1M 16k 68.27
2011-09-30 $959k 16k 58.53
2011-06-30 $1.2M 16k 73.30
2011-03-31 $1.2M 17k 73.54
2010-12-31 $1.2M 17k 68.49

More positions owned by Baldwin Investment Management

Berkshire Hathaway Inc A Cl A (BRK.A)
Broadcom Common Stock (AVGO)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
J.P. Morgan Chase & Co Common Stock (JPM)
Lam Research Corp Common Stock (LRCX)
Costco Wholesale Corporation Common Stock (COST)
Berkshire Hathaway Inc B CL B (BRK.B)
Amazon.com Common Stock (AMZN)
Eli Lilly & Company Common Stock (LLY)
Alphabet Inc Class A Common Stock (GOOGL)
Visa Common Stock (V)
RTX Corp Common Stock (RTX)
Abbvie Common Stock (ABBV)

View all positions for Baldwin Investment Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index