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iShares S&P SmallCap 600 Index shares owned by Intrinsic Value Partners

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

Historical chart of Intrinsic Value Partners 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 Intrinsic Value Partners 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 Intrinsic Value Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.5k 116.96
2024-06-30 $1.0M 9.5k 106.66
2024-03-31 $781k 7.1k 110.52

More positions owned by Intrinsic Value Partners

Berkshire Hathaway Cl B Cl B New (BRK.B)
Alphabet Inc Class C Cap Stk Cl C (GOOG)
St. Joe Company (JOE)
Meta Platforms Cl A (META)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Manuf Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Charles Schwab Corporation (SCHW)
Moderna (MRNA)
GE Aerospace Com New (GE)
American Express Company (AXP)
Bank of New York Mellon Corporation (BK)
Jacobs Engineering Group (J)
Occidental Petroleum Corporation (OXY)
Jefferies Finl Group (JEF)

View all positions for Intrinsic Value Partners

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