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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
2024-03-31 $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 $6.2k 362 17.07
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Baltimore-Washington Financial Advisors

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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index