Glassman Wealth Services »

iShares S&P SmallCap 600 Index shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 3.3k 116.97
2024-06-30 $354k 3.3k 106.66
2024-03-31 $405k 3.7k 110.51
2023-12-31 $396k 3.7k 108.24
2023-09-30 $325k 3.4k 94.34
2023-06-30 $340k 3.4k 99.65
2023-03-31 $330k 3.4k 96.70
2022-12-31 $323k 3.4k 94.64
2022-09-30 $304k 3.5k 87.26
2022-06-30 $386k 4.2k 92.46
2022-03-31 $375k 3.5k 107.85
2021-12-31 $394k 3.4k 114.57
2021-09-30 $369k 3.4k 109.17
2021-06-30 $438k 3.9k 112.89
2021-03-31 $420k 3.9k 108.44
2020-12-31 $356k 3.9k 91.92
2020-09-30 $263k 3.7k 70.15
2020-06-30 $151k 2.2k 68.48
2020-03-31 $137k 2.4k 55.94
2019-12-31 $205k 2.4k 83.71
2019-09-30 $168k 2.2k 77.81
2019-06-30 $169k 2.2k 78.28
2019-03-31 $122k 1.6k 77.46
2018-12-31 $109k 1.6k 69.21
2018-09-30 $144k 1.6k 87.54
2018-06-30 $137k 1.6k 83.28
2018-03-31 $127k 1.6k 77.20
2017-12-31 $145k 1.9k 76.92
2017-09-30 $140k 1.9k 74.27
2017-06-30 $198k 2.8k 70.19
2017-03-31 $28k 400 70.00
2016-12-31 $28k 200 140.00
2016-09-30 $25k 200 125.00
2016-06-30 $23k 200 115.00
2016-03-31 $23k 200 115.00
2015-12-31 $22k 200 110.00
2015-09-30 $21k 200 105.00
2015-06-30 $24k 200 117.88
2015-03-31 $24k 200 120.00
2014-12-31 $23k 200 115.00

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Glassman Wealth Services

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