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iShares S&P SmallCap 600 Index shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth 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 Mascoma Wealth 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 68k 118.83
2025-06-30 $7.6M 70k 109.29
2025-03-31 $7.3M 69k 104.57
2024-12-31 $7.0M 60k 115.22
2024-09-30 $6.9M 59k 116.96
2024-06-30 $6.5M 61k 106.66
2024-03-31 $6.6M 60k 110.52
2023-12-31 $6.6M 61k 108.25
2023-09-30 $5.3M 56k 94.33
2023-06-30 $5.6M 55k 103.25
2023-03-31 $5.3M 56k 94.00
2022-12-31 $3.1M 35k 87.20
2022-09-30 $3.1M 35k 87.20
2022-06-30 $3.1M 33k 92.40
2022-03-31 $3.2M 30k 107.87
2021-12-31 $2.9M 25k 114.50
2021-09-30 $2.3M 21k 109.20
2021-06-30 $2.6M 23k 112.96
2021-03-31 $2.0M 18k 108.51
2020-12-31 $594k 6.5k 91.92
2019-09-30 $1.3M 17k 77.85
2019-06-30 $3.4M 44k 78.28
2019-03-31 $3.3M 43k 77.16
2018-12-31 $2.8M 40k 69.33
2018-09-30 $5.3M 61k 87.24
2018-06-30 $5.6M 67k 83.46
2018-03-31 $3.7M 48k 77.02
2017-12-31 $3.7M 48k 77.50
2017-09-30 $3.3M 44k 74.23
2017-06-30 $3.2M 46k 70.11
2017-03-31 $3.1M 44k 69.16
2016-12-31 $2.2M 16k 137.54

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index