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iShares S&P SmallCap 600 Index shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 89k 115.22
2024-09-30 $10M 89k 116.96
2024-06-30 $9.5M 89k 106.66
2024-03-31 $9.6M 87k 110.52
2023-12-31 $9.6M 88k 108.25
2023-09-30 $7.8M 83k 94.33
2023-06-30 $8.8M 88k 99.65
2023-03-31 $6.3M 65k 96.70
2022-12-31 $5.9M 62k 94.64
2022-09-30 $5.7M 59k 96.21
2022-06-30 $5.3M 58k 92.40
2022-03-31 $6.0M 52k 115.00
2021-12-31 $6.2M 54k 114.49
2021-09-30 $5.9M 54k 109.18
2021-06-30 $6.0M 53k 112.96
2021-03-31 $5.7M 52k 108.52
2020-12-31 $4.8M 52k 91.90
2020-09-30 $3.6M 52k 70.22
2020-06-30 $3.7M 54k 68.28
2020-03-31 $3.0M 53k 56.09
2019-12-31 $4.5M 54k 83.83
2019-09-30 $4.2M 54k 77.82
2019-06-30 $4.3M 56k 78.28
2019-03-31 $4.4M 57k 77.14
2018-12-31 $3.9M 56k 69.31
2018-09-30 $4.9M 56k 87.23
2018-06-30 $4.3M 52k 83.46
2018-03-31 $3.7M 48k 77.00
2017-12-31 $3.8M 49k 76.79
2017-09-30 $3.8M 52k 74.22
2017-06-30 $3.9M 56k 70.11
2017-03-31 $3.9M 56k 69.16
2016-12-31 $3.6k 27k 0.14
2016-09-30 $3.2M 26k 124.14
2016-06-30 $2.8M 24k 116.20
2016-03-31 $2.2M 20k 112.56
2015-12-31 $658k 6.0k 110.03
2015-09-30 $461k 4.3k 106.54
2015-06-30 $475k 4.0k 117.75
2015-03-31 $481k 4.1k 118.12
2014-12-31 $466k 4.1k 114.10
2014-09-30 $213k 2.0k 104.21
2014-06-30 $233k 2.1k 112.07
2014-03-31 $148k 1.3k 110.14
2013-12-31 $102k 935 109.09

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Amazon (AMZN)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Baltimore-Washington Financial Advisors

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