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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
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)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index