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iShares S&P SmallCap 600 Index shares owned by Barrett & Company

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

Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $817k 7.1k 115.22
2024-09-30 $829k 7.1k 116.95
2024-06-30 $756k 7.1k 106.65
2024-03-31 $783k 7.1k 110.52
2023-12-31 $767k 7.1k 108.25
2023-09-30 $663k 7.0k 94.33
2023-06-30 $691k 6.9k 99.65
2023-03-31 $661k 6.8k 96.70
2022-12-31 $647k 6.8k 94.63
2022-09-30 $647k 6.8k 94.63

More positions owned by Barrett & Company

Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Morningstar Value Etf Morningstar Valu (ILCV)
Apple (AAPL)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech Exponential Tech (XT)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)
Amazon (AMZN)
Spdr Ser Tr S&p 600 Smcp Grw S&P 600 SMCP GRW (SLYG)
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)
First Tr Value Line Divid Inde SHS (FVD)
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)

View all positions for Barrett & Company

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