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iShares S&P SmallCap 600 Index shares owned by Lgl Partners

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

Historical chart of Lgl 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 Lgl 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 150k 116.96
2024-06-30 $16M 149k 106.66
2024-03-31 $16M 148k 110.52
2023-12-31 $16M 144k 108.25
2023-09-30 $13M 142k 94.33
2023-06-30 $14M 140k 99.65
2023-03-31 $15M 153k 96.70
2022-12-31 $15M 157k 94.64
2022-09-30 $12M 142k 87.19
2022-06-30 $20M 212k 92.41
2022-03-31 $23M 210k 107.88
2021-12-31 $24M 209k 114.51
2021-09-30 $17M 152k 109.19
2021-06-30 $17M 152k 112.98
2021-03-31 $18M 162k 108.53
2020-12-31 $17M 184k 91.90
2020-09-30 $13M 190k 70.23
2020-06-30 $14M 209k 68.29
2020-03-31 $8.7M 155k 56.11
2019-12-31 $19M 221k 83.85
2019-09-30 $19M 237k 77.84
2019-06-30 $19M 248k 78.28
2019-03-31 $19M 248k 77.15
2018-12-31 $14M 203k 69.32
2018-09-30 $20M 226k 87.24
2018-06-30 $19M 230k 83.46
2018-03-31 $18M 227k 77.01
2017-12-31 $17M 220k 76.81
2017-09-30 $8.9M 120k 74.22
2017-06-30 $14M 203k 70.11
2017-03-31 $17M 241k 69.16
2016-12-31 $8.7M 126k 68.76
2016-09-30 $17M 134k 123.83
2016-06-30 $15M 132k 115.71
2016-03-31 $15M 135k 112.57
2015-12-31 $15M 137k 110.11

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl 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