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iShares S&P SmallCap 600 Index shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 59k 116.96
2024-06-30 $4.9M 46k 106.66
2024-03-31 $4.0M 36k 110.52
2023-09-30 $2.9M 31k 94.33
2023-06-30 $2.6M 27k 99.65
2023-03-31 $2.6M 27k 96.70
2022-12-31 $2.0M 21k 94.64

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

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
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index