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iShares S&P SmallCap 600 Index shares owned by Lockerman Financial Group

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

Historical chart of Lockerman Financial Group 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 Lockerman Financial Group 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 Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 14k 110.52
2023-12-31 $1.6M 14k 108.25
2023-09-30 $1.4M 14k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $1.3M 14k 96.70
2022-12-31 $1.4M 14k 94.64
2022-09-30 $349k 4.0k 87.25
2022-06-30 $382k 4.1k 92.49
2022-03-31 $497k 4.6k 108.02
2021-12-31 $593k 5.2k 114.57

More positions owned by Lockerman Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Masimo Corporation (MASI)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Northrop Grumman Corporation (NOC)

View all positions for Lockerman Financial Group

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