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iShares S&P SmallCap 600 Index shares owned by Berry Group

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

Historical chart of Berry Group 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 Berry Group 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 Berry Group

Quarter filed Position value Share count Share price at filing
2020-12-31 $7.0M 76k 91.90
2020-09-30 $5.1M 73k 70.23
2020-06-30 $4.8M 70k 68.29
2020-03-31 $4.4M 78k 56.11
2019-12-31 $6.8M 81k 83.85

More positions owned by Berry Group

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)

View all positions for Berry Group

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