Lutz Financial Services »

iShares S&P SmallCap 600 Index shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 190k 116.96
2024-06-30 $20M 187k 106.66
2024-03-31 $21M 187k 110.52
2023-12-31 $20M 186k 108.25
2023-09-30 $16M 173k 94.33
2023-06-30 $17M 171k 99.65
2023-03-31 $16M 167k 96.70
2022-12-31 $16M 171k 94.64
2022-09-30 $15M 170k 87.19
2022-06-30 $14M 156k 92.41
2022-03-31 $18M 164k 107.88
2021-12-31 $17M 151k 114.51
2021-09-30 $16M 151k 109.19
2021-06-30 $17M 151k 112.98
2021-03-31 $16M 151k 108.53
2020-12-31 $14M 148k 91.90
2020-09-30 $10M 145k 70.23
2020-06-30 $10M 149k 68.29
2020-03-31 $6.6M 117k 56.11
2019-12-31 $13M 159k 83.85
2019-09-30 $12M 151k 77.84
2019-06-30 $13M 165k 78.28
2019-03-31 $12M 151k 77.15
2018-12-31 $7.7M 111k 69.32
2018-09-30 $7.6M 87k 87.24
2018-06-30 $5.1M 62k 83.45
2018-03-31 $4.0M 51k 77.01
2017-12-31 $3.5M 46k 76.80

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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