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iShares S&P SmallCap 600 Index shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth 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 Bartlett & Co. Wealth 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $46M 393k 116.96
2024-06-30 $38M 358k 106.66
2024-03-31 $39M 350k 110.52
2023-12-31 $36M 331k 109.75
2023-09-30 $31M 332k 94.79

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Lowe's Companies (LOW)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
TJX Companies (TJX)
Abbott Laboratories (ABT)
Amgen (AMGN)
Thermo Fisher Scientific (TMO)

View all positions for Bartlett & Co. Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index