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
2025-09-30 $293k 2.5k 118.84
2025-06-30 $288k 2.6k 109.30
2025-03-31 $291k 2.8k 104.58
2024-12-31 $367k 3.2k 115.23
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)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Glassman Wealth Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index