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iShares S&P SmallCap 600 Index shares owned by Emerson Wealth Management

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

Historical chart of Emerson Wealth 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 Emerson Wealth 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 Emerson Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.1M 34k 92.41
2022-03-31 $2.6M 25k 107.88
2021-12-31 $1.6M 14k 114.53
2021-09-30 $1.5M 14k 109.17
2021-06-30 $1.6M 14k 112.98
2021-03-31 $1.5M 14k 108.55
2020-12-31 $1.3M 15k 91.91
2020-09-30 $1.0M 15k 70.23
2020-06-30 $1.0M 15k 68.32
2020-03-31 $1.0M 18k 56.10

More positions owned by Emerson Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr National Mun Etf (MUB)

View all positions for Emerson Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
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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