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iShares S&P SmallCap 600 Index shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $34M 322k 105.83
2024-03-31 $35M 318k 110.52
2023-12-31 $33M 306k 108.25
2023-09-30 $29M 309k 92.15
2023-06-30 $30M 301k 99.65
2023-03-31 $29M 296k 96.70
2022-12-31 $27M 283k 94.64
2022-09-30 $23M 267k 87.19
2022-06-30 $23M 245k 92.41
2022-03-31 $24M 219k 107.88
2021-12-31 $21M 186k 114.51
2021-09-30 $16M 148k 109.19
2021-06-30 $14M 119k 112.98
2021-03-31 $12M 113k 108.53
2020-12-31 $10M 110k 91.90
2020-09-30 $6.7M 95k 70.23
2020-06-30 $5.6M 83k 68.29
2020-03-31 $3.1M 56k 56.12
2019-12-31 $4.3M 52k 83.84
2019-09-30 $4.1M 52k 79.42
2019-06-30 $4.0M 51k 78.28
2019-03-31 $4.0M 51k 77.15
2018-12-31 $3.6M 51k 69.33

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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