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iShares S&P SmallCap 600 Index shares owned by Independent Family Office

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

Historical chart of Independent Family Office 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 Independent Family Office 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 Independent Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 10k 115.84
2024-06-30 $1.1M 10k 106.66
2024-03-31 $456k 4.1k 110.52
2023-12-31 $279k 2.6k 108.25
2023-09-30 $243k 2.6k 94.33

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ptc (PTC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Toast Cl A (TOST)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 2000 Val Etf (IWN)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Scotts Miracle-gro Cl A (SMG)

View all positions for Independent Family Office

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index