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iShares S&P SmallCap 600 Index shares owned by Linscomb & Williams

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

Historical chart of Linscomb & Williams 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 Linscomb & Williams 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 Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 8.6k 118.82
2025-06-30 $935k 8.6k 109.28
2025-03-31 $896k 8.6k 104.57
2024-12-31 $990k 8.6k 115.21
2024-09-30 $1.0M 8.8k 116.97
2024-06-30 $1.0M 9.5k 106.66
2024-03-31 $1.0M 9.4k 110.52
2023-12-31 $1.0M 9.4k 108.25
2023-09-30 $906k 9.6k 94.33
2023-06-30 $962k 9.7k 99.65
2023-03-31 $1.3M 13k 96.70
2022-12-31 $1.3M 14k 94.64
2022-09-30 $1.0M 12k 87.20
2022-06-30 $1.1M 12k 92.43
2022-03-31 $1.4M 13k 107.91
2021-12-31 $1.6M 14k 114.48
2021-09-30 $1.5M 14k 109.19
2021-06-30 $1.6M 14k 113.01
2021-03-31 $1.7M 16k 108.54
2020-12-31 $1.4M 16k 91.91
2020-09-30 $1.1M 16k 70.24
2020-06-30 $1.0M 15k 68.26
2020-03-31 $701k 13k 56.14
2019-12-31 $1.2M 14k 83.88
2019-09-30 $1.1M 14k 77.84
2019-06-30 $1.1M 14k 78.26
2019-03-31 $1.1M 14k 77.12
2018-12-31 $1.6M 23k 69.33
2018-09-30 $409k 4.7k 87.23
2018-06-30 $387k 4.6k 83.37
2018-03-31 $357k 4.6k 76.91
2017-12-31 $328k 4.3k 76.89
2017-09-30 $312k 4.2k 74.16
2016-12-31 $279k 2.0k 137.78

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Spdr Series Trust S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
JPMorgan Chase & Co. (JPM)
Lam Research Corp Com New (LRCX)

View all positions for Linscomb & Williams

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index