May Louie »

iShares S&P SmallCap 600 Index shares owned by May Louie

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

Historical chart of May Louie 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 May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.5k 110.52
2023-12-31 $1.0M 9.5k 108.25
2023-09-30 $897k 9.5k 94.33
2023-06-30 $818k 8.2k 99.65
2023-03-31 $794k 8.2k 96.70
2022-12-31 $812k 8.6k 94.64
2022-09-30 $716k 8.2k 87.21
2022-06-30 $759k 8.2k 92.45
2022-03-31 $886k 8.2k 107.92
2021-12-31 $940k 8.2k 114.49
2021-09-30 $896k 8.2k 109.14

More positions owned by May Louie

Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Pfd And Incm Sec (PFF)
Thermo Fisher Scientific (TMO)
Spotify Technology S A SHS (SPOT)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Nvent Electric SHS (NVT)
salesforce (CRM)

View all positions for May Louie

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index