Diversified Portfolios »

iShares S&P SmallCap 600 Index shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Diversified Portfolios 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 Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 20k 108.25
2023-09-30 $1.7M 19k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.3M 13k 94.64
2022-06-30 $254k 2.8k 92.23
2022-03-31 $254k 2.4k 107.95

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

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