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iShares S&P SmallCap 600 Index shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 31k 116.96
2024-06-30 $3.3M 31k 106.66
2024-03-31 $3.4M 31k 110.52
2023-12-31 $3.4M 31k 108.25
2023-09-30 $2.9M 31k 94.33
2023-06-30 $3.1M 32k 99.65
2023-03-31 $3.1M 32k 96.70
2022-12-31 $3.1M 32k 94.64
2022-09-30 $3.6M 31k 114.51
2022-06-30 $3.6M 31k 114.51
2022-03-31 $3.6M 31k 114.51
2021-12-31 $3.6M 31k 114.51
2021-09-30 $3.5M 31k 113.21
2021-06-30 $3.6M 32k 112.99
2021-03-31 $3.5M 32k 108.53
2020-12-31 $3.2M 33k 99.57
2020-09-30 $2.5M 35k 70.24
2020-06-30 $2.4M 36k 68.28
2020-03-31 $2.2M 40k 56.10
2019-12-31 $3.1M 37k 83.84
2019-09-30 $2.8M 36k 77.84
2019-06-30 $2.3M 29k 78.27
2019-03-31 $1.9M 25k 77.15
2018-12-31 $1.8M 26k 69.33
2018-09-30 $2.2M 26k 87.23
2018-06-30 $2.1M 26k 83.45
2018-03-31 $2.0M 26k 77.03
2017-12-31 $2.1M 27k 76.82
2017-09-30 $2.0M 27k 74.24
2017-06-30 $1.9M 28k 70.09
2017-03-31 $2.2M 31k 69.15
2016-12-31 $2.4M 17k 137.50
2016-09-30 $2.2M 18k 124.16
2016-06-30 $2.1M 18k 116.19
2016-03-31 $2.0M 18k 112.56
2015-12-31 $2.1M 19k 110.11
2015-09-30 $2.1M 20k 106.57
2015-06-30 $2.4M 20k 117.90
2015-03-31 $2.3M 20k 118.02
2014-12-31 $2.4M 21k 114.07

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

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