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iShares S&P SmallCap 600 Index shares owned by Elm Partners Management

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

Historical chart of Elm Partners 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 Elm Partners 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 Elm Partners Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 21k 116.96
2024-06-30 $2.2M 21k 106.66
2024-03-31 $2.1M 19k 110.52
2023-12-31 $2.1M 19k 108.25
2023-09-30 $2.0M 21k 94.33
2023-06-30 $2.2M 22k 99.65
2023-03-31 $2.0M 21k 96.70
2022-12-31 $2.0M 21k 94.64
2022-09-30 $2.2M 26k 87.18
2022-06-30 $2.1M 23k 92.41
2022-03-31 $3.9M 36k 107.87
2021-12-31 $3.0M 26k 114.50
2021-09-30 $3.0M 28k 109.20
2021-06-30 $3.0M 26k 112.98
2021-03-31 $2.9M 27k 108.51
2020-12-31 $2.5M 28k 91.88
2020-09-30 $2.1M 30k 70.21
2020-06-30 $2.3M 34k 68.28
2020-03-31 $2.1M 37k 56.10
2019-12-31 $3.2M 41k 77.84
2019-09-30 $3.7M 48k 77.84
2019-06-30 $4.2M 54k 78.27
2019-03-31 $4.9M 64k 77.14
2018-12-31 $3.1M 44k 68.91

More positions owned by Elm Partners Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Pac (IPAC)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Elm Partners Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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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