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iShares S&P SmallCap 600 Index shares owned by Jordan Park Group

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

Historical chart of Jordan Park Group 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 Jordan Park Group 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 Jordan Park Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 12k 106.66
2024-03-31 $206k 1.9k 110.52
2023-12-31 $202k 1.9k 108.25
2023-09-30 $369k 3.9k 94.33
2023-06-30 $694k 7.0k 99.65
2023-03-31 $673k 7.0k 96.70

More positions owned by Jordan Park Group

Ishares Core Msci Emkt (IEMG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Kraneshares Trust California Carb (KCCA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Jordan Park Group

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