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iShares S&P SmallCap 600 Index shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $748k 6.4k 116.96
2024-06-30 $682k 6.4k 106.66
2024-03-31 $707k 6.4k 110.52
2023-12-31 $682k 6.3k 108.25
2023-09-30 $624k 6.6k 94.33
2023-06-30 $666k 6.7k 99.65
2023-03-31 $646k 6.7k 96.70
2022-12-31 $632k 6.7k 94.64
2022-09-30 $582k 6.7k 87.19
2022-06-30 $634k 6.9k 92.38
2022-03-31 $740k 6.9k 107.86
2021-12-31 $786k 6.9k 114.56
2021-09-30 $771k 7.1k 109.24
2021-06-30 $801k 7.1k 112.91
2021-03-31 $796k 7.3k 108.58
2020-12-31 $672k 7.3k 91.89
2020-09-30 $515k 7.3k 70.21
2020-06-30 $516k 7.6k 68.29
2020-03-31 $424k 7.6k 56.11
2019-12-31 $636k 7.6k 83.79
2019-09-30 $603k 7.7k 77.82
2019-06-30 $607k 7.7k 78.33
2019-03-31 $598k 7.7k 77.17
2018-12-31 $557k 8.0k 69.32
2018-09-30 $687k 7.9k 87.25
2018-06-30 $683k 8.2k 83.52
2018-03-31 $630k 8.2k 77.04
2017-12-31 $628k 8.2k 76.80

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

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
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index