Kelman-Lazarov »

iShares S&P SmallCap 600 Index shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov 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 Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 126k 108.25
2023-09-30 $12M 126k 94.33
2023-06-30 $12M 124k 99.65
2023-03-31 $12M 121k 96.70
2022-12-31 $12M 122k 94.64
2022-09-30 $11M 120k 87.19
2022-06-30 $11M 119k 92.41
2022-03-31 $13M 119k 107.88
2021-12-31 $13M 117k 114.51
2021-09-30 $12M 114k 109.19
2021-06-30 $13M 115k 112.98
2021-03-31 $16M 147k 108.53
2020-12-31 $14M 150k 91.90
2020-09-30 $11M 151k 70.23
2020-06-30 $10M 151k 68.29
2020-03-31 $8.4M 150k 56.11
2019-12-31 $8.6M 103k 83.85
2019-09-30 $6.4M 82k 77.84
2019-06-30 $6.1M 78k 78.28
2019-03-31 $5.6M 72k 77.16
2018-12-31 $3.9M 57k 69.31
2018-09-30 $4.5M 52k 87.25
2018-06-30 $4.0M 48k 83.46
2018-03-31 $3.4M 45k 77.02
2017-12-31 $3.1M 40k 76.82
2017-09-30 $2.2M 30k 74.24
2017-06-30 $362k 5.2k 70.05
2017-03-31 $357k 5.2k 69.08
2016-12-31 $359k 2.6k 137.52
2016-09-30 $322k 2.6k 123.33
2016-06-30 $304k 2.6k 116.38
2016-03-31 $309k 2.7k 112.94

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index