Boltwood Capital Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Iboxx 3r Targt (TDTT)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Flexshares Tr Cr Scd Us Bd (SKOR)

View all positions for Boltwood Capital 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