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iShares S&P SmallCap 600 Index shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group 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 Kovitz Investment Group 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $87M 810k 106.67
2024-03-31 $50M 448k 110.52
2023-09-30 $791k 8.4k 94.33
2023-06-30 $768k 7.7k 99.65
2023-03-31 $5.7M 59k 96.70
2022-12-31 $5.1M 54k 94.63
2022-09-30 $4.7M 54k 87.19
2022-06-30 $6.3M 69k 92.41
2022-03-31 $7.4M 68k 107.89
2021-12-31 $6.3M 69k 91.90
2021-09-30 $7.5M 68k 109.19
2021-06-30 $7.7M 68k 112.99
2021-03-31 $7.4M 68k 108.53
2020-12-31 $6.3M 69k 91.90
2020-09-30 $4.8M 68k 70.23
2020-06-30 $4.7M 68k 68.29
2020-03-31 $3.8M 68k 56.12