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iShares S&P SmallCap 600 Index shares owned by jvl associates

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

Historical chart of jvl associates 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 jvl associates 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 jvl associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 142k 118.83
2025-06-30 $16M 149k 109.29
2025-03-31 $17M 159k 104.57
2024-12-31 $18M 159k 115.22
2024-09-30 $19M 162k 116.96
2024-06-30 $18M 170k 106.66
2024-03-31 $18M 167k 110.52
2023-12-31 $18M 164k 108.25
2023-09-30 $16M 165k 94.33
2023-06-30 $16M 165k 99.65
2023-03-31 $16M 164k 96.70
2022-12-31 $16M 164k 94.64
2022-09-30 $14M 164k 87.19
2022-06-30 $6.3M 68k 92.41
2022-03-31 $4.0M 38k 107.87
2021-12-31 $9.2M 80k 114.52
2021-09-30 $8.4M 77k 109.19
2021-06-30 $8.6M 76k 112.97
2021-03-31 $8.1M 75k 108.52
2020-12-31 $6.8M 75k 91.89
2020-09-30 $4.8M 69k 70.23
2020-06-30 $4.6M 67k 68.28
2020-03-31 $1.1M 19k 56.09
2019-12-31 $1.6M 19k 83.87
2019-09-30 $1.5M 19k 77.85
2019-06-30 $1.5M 19k 78.27
2019-03-31 $1.4M 19k 77.15
2018-12-31 $1.3M 19k 69.31
2018-09-30 $1.2M 14k 87.24
2018-06-30 $1.1M 14k 83.48
2018-03-31 $1.0M 14k 77.02
2017-12-31 $1.0M 14k 76.80

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for jvl associates

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index