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iShares S&P SmallCap 600 Index shares owned by Grimes & Company

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

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 138k 116.96
2024-06-30 $15M 140k 106.66
2024-03-31 $15M 138k 110.52
2023-12-31 $15M 138k 108.25
2023-09-30 $12M 128k 94.33
2023-06-30 $12M 123k 99.65
2023-03-31 $11M 115k 96.70
2022-12-31 $10M 108k 94.64
2022-09-30 $10M 119k 87.19
2022-06-30 $11M 118k 92.41
2022-03-31 $59M 550k 107.88
2021-12-31 $113M 983k 114.51
2021-09-30 $104M 949k 109.19
2021-06-30 $104M 924k 112.98
2021-03-31 $95M 873k 108.53
2020-12-31 $77M 841k 91.90
2020-09-30 $56M 795k 70.23
2020-06-30 $67M 977k 68.29
2020-03-31 $5.2M 93k 56.10
2019-12-31 $65M 777k 83.85
2019-09-30 $29M 375k 77.84
2019-06-30 $27M 340k 78.28
2019-03-31 $44M 572k 77.15
2018-12-31 $4.3M 62k 69.31
2018-09-30 $54M 615k 87.24
2018-06-30 $48M 577k 83.46
2018-03-31 $28M 359k 77.01
2017-12-31 $27M 349k 76.81
2017-09-30 $25M 343k 74.22
2017-06-30 $24M 343k 70.11
2017-03-31 $32M 469k 69.16
2016-12-31 $32M 235k 137.52
2016-09-30 $28M 226k 124.15
2016-06-30 $24M 202k 116.21
2016-03-31 $897k 8.0k 112.62

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Grimes & Company

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