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iShares S&P SmallCap 600 Index shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management 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 Lodestar Private Asset Management 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 Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 123k 116.96
2024-06-30 $13M 117k 106.66
2024-03-31 $13M 116k 110.52
2023-12-31 $12M 111k 108.25
2023-09-30 $9.3M 98k 94.33
2023-06-30 $9.5M 96k 99.65
2023-03-31 $9.0M 93k 96.70
2022-12-31 $9.0M 95k 94.64

More positions owned by Lodestar Private Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lodestar Private Asset Management

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