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iShares S&P SmallCap 600 Index shares owned by Lourd Capital Management

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

Historical chart of Lourd Capital 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 Lourd Capital 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 Lourd Capital Management

Quarter filed Position value Share count Share price at filing
2019-06-30 $305k 3.9k 78.17
2019-03-31 $361k 4.7k 77.05
2018-12-31 $325k 4.7k 69.37
2018-09-30 $445k 5.1k 87.17
2017-12-31 $250k 3.3k 76.69
2017-09-30 $211k 2.8k 74.30

More positions owned by Lourd Capital Management

Berkshire Hathaway (BRK.A)
Berkshire Hathaway (BRK.B)
Vanguard Small-Cap Value ETF (VBR)
Bank of America Corporation (BAC)
Vanguard REIT ETF (VNQ)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Daily Journal Corporation (DJCO)
Wells Fargo & Company (WFC)
International Business Machines (IBM)
Apple (AAPL)
Jp Morgan Exchange Traded Fd cmn (BBRE)
IAC/InterActive
SPDR S&P MidCap 400 ETF (MDY)

View all positions for Lourd Capital Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index