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iShares S&P SmallCap 600 Index shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1B 18M 116.96
2024-06-30 $1.8B 17M 106.66
2024-03-31 $953M 8.6M 110.52
2023-09-30 $876M 9.3M 94.33
2023-06-30 $1.0B 10M 99.65
2023-03-31 $911M 19M 48.45
2022-12-31 $1.4B 14M 94.64
2022-09-30 $1.3B 15M 87.19
2022-06-30 $837M 9.1M 92.41
2022-03-31 $1.8B 17M 107.88
2021-12-31 $2.1B 19M 114.51
2021-09-30 $1.9B 17M 109.19
2021-06-30 $1.9B 17M 112.98
2021-03-31 $2.2B 20M 108.53
2020-12-31 $1.6B 18M 91.90
2020-09-30 $1.1B 15M 70.23
2020-06-30 $953M 14M 68.29
2020-03-31 $283M 5.0M 56.11
2019-12-31 $413M 4.9M 83.85
2019-09-30 $475M 6.1M 77.84
2019-06-30 $522M 6.7M 78.28
2019-03-31 $576M 7.5M 77.15
2018-12-31 $511M 7.4M 69.32
2018-09-30 $477M 5.5M 87.24
2018-06-30 $358M 4.3M 83.46
2018-03-31 $295M 3.8M 77.83
2017-12-31 $455M 5.9M 76.81
2017-09-30 $451M 6.1M 74.22
2017-06-30 $350M 5.0M 70.11
2017-03-31 $275M 4.0M 69.16
2016-12-31 $265M 1.9M 137.52
2016-09-30 $188M 1.5M 124.15
2016-06-30 $162M 1.4M 116.21
2016-03-31 $140M 1.2M 112.57
2015-12-31 $129M 1.2M 110.10
2015-09-30 $99M 925k 106.57
2015-06-30 $89M 757k 117.88
2015-03-31 $84M 714k 118.03
2014-12-31 $57M 504k 114.06
2014-09-30 $32M 311k 104.30
2014-06-30 $28M 246k 112.09
2014-03-31 $32M 287k 110.14
2013-12-31 $27M 251k 109.13
2013-09-30 $20M 203k 99.80
2013-06-30 $13M 142k 90.31

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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
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