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

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

Historical chart of Birchcreek 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 Birchcreek 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 30k 108.25
2023-09-30 $2.9M 31k 94.33
2023-06-30 $2.7M 27k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.7M 18k 94.64
2022-09-30 $1.5M 17k 87.18
2022-06-30 $1.5M 16k 92.43
2022-03-31 $1.3M 12k 107.87
2021-12-31 $1.1M 10k 114.48
2021-09-30 $976k 8.9k 109.18
2021-06-30 $995k 8.8k 113.02
2021-03-31 $881k 8.1k 108.56
2020-12-31 $793k 8.6k 91.85

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Birchcreek Wealth Management

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

View all funds holding iShares S&P SmallCap 600 Index