iShares S&P SmallCap 600 Index shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $33M | 262k | 124.31 |
| 2020-12-31 | $4.4M | 48k | 91.90 |
| 2020-09-30 | $3.4M | 49k | 70.24 |
| 2020-06-30 | $3.3M | 49k | 68.29 |
| 2020-03-31 | $3.9M | 70k | 56.12 |
| 2019-12-31 | $4.3M | 52k | 83.85 |
| 2019-09-30 | $4.0M | 52k | 77.85 |
| 2019-06-30 | $4.0M | 52k | 78.28 |
| 2019-03-31 | $4.0M | 53k | 77.15 |
| 2018-12-31 | $3.6M | 53k | 69.31 |
| 2018-09-30 | $4.9M | 56k | 87.24 |
| 2018-06-30 | $4.6M | 55k | 83.46 |
| 2018-03-31 | $4.2M | 55k | 77.01 |
| 2017-12-31 | $5.4M | 71k | 76.81 |
| 2017-09-30 | $5.3M | 71k | 74.22 |
| 2017-06-30 | $5.0M | 71k | 70.11 |
| 2017-03-31 | $4.9M | 71k | 69.16 |
| 2016-12-31 | $5.0M | 36k | 137.52 |
| 2016-09-30 | $4.5M | 37k | 124.14 |
| 2016-06-30 | $4.5M | 39k | 116.21 |
| 2016-03-31 | $4.7M | 42k | 112.57 |
| 2015-12-31 | $19M | 174k | 110.11 |
| 2015-09-30 | $5.0M | 47k | 106.56 |
| 2015-06-30 | $5.5M | 47k | 117.88 |
| 2015-03-31 | $5.5M | 47k | 118.03 |
| 2014-12-31 | $5.4M | 48k | 114.07 |
| 2014-09-30 | $4.9M | 47k | 104.31 |
| 2014-06-30 | $5.3M | 47k | 112.10 |
| 2014-03-31 | $5.3M | 48k | 110.15 |
| 2013-12-31 | $5.2M | 47k | 109.13 |
| 2013-09-30 | $4.8M | 48k | 99.80 |
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