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iShares S&P SmallCap 600 Index shares owned by Boltwood Capital Management

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

Historical chart of Boltwood Capital 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 Boltwood Capital 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 Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 56k 116.96
2024-06-30 $6.1M 57k 106.66
2024-03-31 $6.4M 58k 110.52
2023-12-31 $6.3M 58k 108.25
2023-09-30 $5.4M 58k 94.33
2023-06-30 $5.7M 57k 99.65
2023-03-31 $5.7M 59k 96.70
2022-12-31 $5.6M 59k 94.64
2022-09-30 $5.1M 58k 87.19
2022-06-30 $5.1M 56k 92.40
2022-03-31 $5.7M 53k 107.88
2021-12-31 $6.0M 52k 114.51
2021-09-30 $5.7M 52k 109.20
2021-06-30 $6.0M 53k 112.98
2021-03-31 $5.8M 54k 108.54
2020-12-31 $5.1M 55k 91.91
2020-09-30 $3.9M 56k 70.22
2020-06-30 $3.9M 57k 68.28
2020-03-31 $3.1M 56k 56.11
2019-12-31 $4.4M 52k 83.85
2019-09-30 $3.9M 50k 77.84
2019-06-30 $4.0M 51k 78.28
2019-03-31 $4.0M 51k 77.16
2018-12-31 $3.8M 55k 69.31
2018-09-30 $4.6M 53k 87.23
2018-06-30 $4.4M 53k 83.44
2018-03-31 $4.1M 53k 77.00
2017-12-31 $4.1M 54k 76.81
2017-09-30 $4.0M 54k 74.21
2017-06-30 $3.8M 54k 70.10
2017-03-31 $3.7M 54k 69.14
2016-12-31 $3.8M 27k 137.49
2016-09-30 $3.6M 29k 124.15
2016-06-30 $3.2M 28k 116.20
2016-03-31 $3.0M 27k 112.58
2015-12-31 $3.0M 27k 110.12
2015-09-30 $2.8M 26k 106.56
2015-06-30 $3.1M 26k 117.86
2015-03-31 $3.1M 27k 118.03
2014-12-31 $3.1M 27k 114.07
2014-09-30 $2.8M 27k 104.32
2014-06-30 $2.7M 24k 112.09
2014-03-31 $2.6M 23k 110.15
2013-12-31 $2.6M 24k 109.15
2013-09-30 $2.3M 23k 99.81
2013-06-30 $2.1M 23k 90.30
2013-03-31 $2.0M 23k 87.05
2012-12-31 $1.6M 20k 78.10

More positions owned by Boltwood Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Discp Dur Mbs (MBSD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)

View all positions for Boltwood Capital 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