First Foundation Advisors »

iShares S&P SmallCap 600 Index shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 10k 115.22
2024-09-30 $1.2M 9.9k 116.97
2024-06-30 $1.4M 13k 106.66
2024-03-31 $1.6M 14k 110.52
2023-12-31 $1.5M 14k 108.25
2023-09-30 $1.3M 14k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.1M 12k 96.70
2022-12-31 $953k 10k 94.64
2022-09-30 $937k 11k 87.23
2022-06-30 $1.4M 15k 92.43
2022-03-31 $1.8M 16k 107.87
2021-12-31 $1.9M 17k 114.49
2021-09-30 $1.8M 17k 109.20
2021-06-30 $1.9M 17k 112.97
2021-03-31 $1.8M 17k 108.54
2020-12-31 $388k 4.2k 91.88
2020-09-30 $266k 3.8k 70.24
2020-06-30 $562k 8.2k 68.24
2020-03-31 $977k 17k 56.09
2019-12-31 $367k 4.4k 83.92
2019-09-30 $253k 3.2k 77.87
2019-06-30 $251k 3.2k 78.41
2018-09-30 $234k 2.7k 87.38
2018-06-30 $366k 4.4k 83.37
2017-12-31 $273k 3.6k 76.73
2017-09-30 $247k 3.3k 74.17
2017-06-30 $233k 3.3k 69.97
2017-03-31 $225k 3.3k 69.10
2015-03-31 $329k 2.8k 118.13
2014-12-31 $515k 4.5k 114.14
2014-09-30 $401k 3.8k 104.35
2014-06-30 $398k 3.6k 112.11
2014-03-31 $403k 3.7k 110.05
2013-12-31 $400k 3.7k 109.23
2013-09-30 $365k 3.7k 99.67

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus Mid Cap Etf (IWR)
United Parcel Service CL B (UPS)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for First Foundation Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index