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iShares S&P SmallCap 600 Index shares owned by Elm Advisors

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

Historical chart of Elm Advisors 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.2M 20k 107.88
2021-12-31 $5.2M 46k 114.52
2021-09-30 $5.0M 46k 109.19
2021-06-30 $5.1M 45k 112.98
2021-03-31 $4.9M 46k 108.53
2020-12-31 $4.6M 50k 91.91
2020-09-30 $3.9M 55k 70.22
2020-06-30 $3.9M 57k 68.29
2020-03-31 $3.4M 60k 56.10
2019-12-31 $5.0M 60k 83.85
2019-09-30 $4.6M 59k 77.84
2019-06-30 $4.6M 58k 78.28
2019-03-31 $4.4M 57k 77.16
2018-12-31 $3.8M 55k 69.31
2018-09-30 $4.7M 53k 87.24
2018-06-30 $4.5M 54k 83.45
2018-03-31 $4.2M 54k 77.00
2017-12-31 $4.4M 57k 76.82
2017-09-30 $4.0M 54k 74.23
2017-06-30 $3.8M 54k 70.11
2017-03-31 $3.7M 54k 69.17
2016-12-31 $3.6M 26k 137.54
2016-09-30 $3.3M 27k 124.14
2016-06-30 $3.1M 27k 116.22
2016-03-31 $3.0M 27k 112.57
2015-12-31 $3.1M 28k 110.10
2015-09-30 $3.1M 29k 106.57
2015-06-30 $3.5M 29k 117.88
2015-03-31 $3.7M 31k 118.03
2014-12-31 $3.9M 34k 114.05
2014-09-30 $3.6M 34k 104.30
2014-06-30 $3.8M 34k 112.08
2014-03-31 $3.8M 35k 110.13
2013-12-31 $4.0M 37k 109.13

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index