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

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

Historical chart of Evermay 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 Evermay 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 112k 108.25
2023-09-30 $11M 116k 94.73
2023-06-30 $12M 117k 99.65
2023-03-31 $11M 118k 96.70
2022-12-31 $12M 123k 94.64
2022-09-30 $11M 131k 87.19
2022-06-30 $12M 129k 92.41
2022-03-31 $14M 125k 107.88
2021-12-31 $15M 132k 114.51
2021-09-30 $14M 126k 109.19
2021-06-30 $14M 120k 112.98
2021-03-31 $13M 118k 108.53
2020-12-31 $8.9M 96k 91.90
2020-09-30 $6.2M 88k 70.23
2020-06-30 $6.3M 92k 68.29
2020-03-31 $7.1M 127k 56.11
2019-12-31 $14M 171k 83.85
2019-09-30 $13M 165k 77.84
2019-06-30 $12M 159k 78.28
2019-03-31 $12M 158k 77.15
2018-12-31 $11M 156k 69.32
2018-09-30 $13M 149k 87.24
2018-06-30 $12M 142k 83.46
2018-03-31 $11M 138k 77.01
2017-12-31 $8.3M 108k 76.81
2017-09-30 $7.5M 101k 74.22
2017-06-30 $7.0M 99k 70.11
2017-03-31 $6.9M 100k 69.16
2016-12-31 $7.3M 53k 137.53
2016-09-30 $6.9M 56k 124.15
2016-06-30 $6.5M 56k 116.20
2016-03-31 $6.2M 55k 112.57
2015-12-31 $6.3M 57k 110.11
2015-09-30 $6.0M 57k 106.56
2015-06-30 $6.4M 55k 117.88
2015-03-31 $6.4M 54k 118.04
2014-12-31 $5.9M 52k 114.07
2014-09-30 $4.9M 47k 104.31
2014-06-30 $5.0M 44k 112.10
2014-03-31 $1.0M 9.4k 110.16
2013-12-31 $844k 7.7k 109.17

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

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