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iShares S&P SmallCap 600 Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate 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 Baystate 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 16k 108.26
2023-09-30 $1.2M 13k 94.33
2023-06-30 $19M 188k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.9M 20k 94.62
2022-09-30 $1.6M 19k 87.22
2022-06-30 $883k 9.6k 92.39
2022-03-31 $1.7M 15k 107.91
2021-12-31 $1.8M 16k 114.51
2021-09-30 $1.3M 12k 109.20
2021-06-30 $1.2M 11k 113.03
2021-03-31 $987k 9.1k 108.59
2020-12-31 $730k 7.9k 91.86
2020-09-30 $529k 7.5k 70.25
2020-06-30 $589k 8.6k 68.31
2020-03-31 $405k 7.2k 56.14
2019-12-31 $109k 1.3k 83.98
2019-09-30 $171k 2.2k 77.76
2019-06-30 $158k 2.0k 78.72
2019-03-31 $113k 1.4k 80.31
2018-12-31 $33k 440 75.00
2018-09-30 $91k 1.1k 81.40
2018-06-30 $43k 505 85.15
2018-03-31 $21k 271 77.49
2017-12-31 $9.0k 111 81.08
2017-09-30 $8.0k 111 72.07
2017-06-30 $8.0k 111 72.07
2017-03-31 $7.0k 111 63.06
2016-12-31 $8.0k 55 145.45
2013-06-30 $5.0k 56 89.29
2012-12-31 $4.0k 56 71.43

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate 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