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

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

Historical chart of MV 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 MV 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 MV Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $952k 8.3k 115.22
2024-09-30 $921k 7.9k 116.96
2024-06-30 $810k 7.6k 106.66
2024-03-31 $832k 7.5k 110.52
2023-12-31 $805k 7.4k 108.25
2023-09-30 $745k 7.9k 94.33
2023-06-30 $786k 7.9k 99.65
2023-03-31 $664k 6.9k 96.70
2022-12-31 $145k 1.5k 94.64
2022-09-30 $130k 1.5k 87.48
2022-06-30 $130k 1.4k 92.72
2022-03-31 $35k 323 108.36
2020-03-31 $9.0k 161 55.90
2019-12-31 $1.1M 13k 83.87
2019-09-30 $1.0M 13k 77.83
2019-06-30 $1.0M 13k 78.32
2019-03-31 $1.0M 13k 77.14
2018-12-31 $942k 14k 69.36
2018-09-30 $359k 4.1k 87.33
2018-06-30 $351k 4.2k 83.55
2018-03-31 $318k 4.1k 77.13
2017-12-31 $318k 4.1k 76.76
2017-09-30 $309k 4.2k 74.31
2017-06-30 $298k 4.2k 70.15
2017-03-31 $286k 4.1k 69.18
2016-12-31 $261k 1.9k 137.51
2016-09-30 $221k 1.8k 124.02
2016-06-30 $216k 1.9k 116.19
2016-03-31 $210k 1.9k 112.72
2015-12-31 $278k 2.5k 110.06
2015-09-30 $262k 2.5k 106.72
2015-06-30 $287k 2.4k 118.01
2015-03-31 $267k 2.3k 118.04
2014-12-31 $246k 2.2k 114.05

More positions owned by MV Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Abbvie (ABBV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Abbott Laboratories (ABT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for MV Capital Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index