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

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

Historical chart of Northwest Quadrant 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 Northwest Quadrant 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 Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 435k 116.96
2024-06-30 $46M 435k 106.66
2024-03-31 $48M 431k 110.52
2023-12-31 $46M 429k 108.25
2023-09-30 $40M 427k 94.33
2023-06-30 $42M 418k 99.65
2023-03-31 $40M 414k 96.70
2022-12-31 $38M 405k 94.64
2022-09-30 $35M 405k 87.19
2022-06-30 $37M 396k 93.35
2022-03-31 $42M 387k 108.58
2021-12-31 $43M 379k 114.51
2021-09-30 $43M 388k 111.07
2021-06-30 $43M 383k 112.63
2021-03-31 $40M 372k 108.53
2020-12-31 $33M 364k 91.76
2020-09-30 $24M 346k 70.03
2020-06-30 $23M 339k 67.39
2020-03-31 $19M 319k 60.81
2019-12-31 $23M 273k 83.60
2019-09-30 $26M 327k 78.83
2019-06-30 $24M 313k 77.25
2019-03-31 $24M 306k 78.10
2018-12-31 $23M 302k 75.30
2018-09-30 $23M 278k 81.38
2018-06-30 $22M 266k 83.46
2018-03-31 $17M 214k 77.01
2017-12-31 $15M 198k 74.45
2017-09-30 $14M 188k 73.48
2017-06-30 $12M 168k 69.88
2017-03-31 $10M 148k 69.44
2016-12-31 $9.4M 138k 68.40

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)

View all positions for Northwest Quadrant Wealth Management

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