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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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