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iShares S&P SmallCap 600 Index shares owned by Nwam

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

Historical chart of Nwam 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 Nwam 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 Nwam

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 86k 116.96
2024-03-31 $3.1M 28k 109.33
2023-12-31 $5.6M 51k 108.25
2023-09-30 $8.2M 87k 94.33
2023-06-30 $12M 122k 99.65
2023-03-31 $8.9M 92k 96.70
2022-12-31 $13M 137k 94.64
2022-09-30 $12M 134k 87.19
2022-06-30 $11M 119k 93.04
2022-03-31 $13M 124k 107.88
2021-12-31 $15M 126k 114.51
2021-09-30 $13M 117k 109.19
2021-06-30 $12M 110k 112.98
2021-03-31 $11M 97k 108.52
2020-12-31 $4.6M 50k 91.91
2020-09-30 $2.5M 36k 70.23
2020-06-30 $4.2M 62k 68.29
2020-03-31 $2.2M 39k 56.11
2019-12-31 $3.2M 38k 83.86
2019-09-30 $3.3M 43k 77.83
2019-06-30 $3.5M 45k 78.28
2019-03-31 $3.4M 44k 77.15
2018-12-31 $2.8M 40k 69.33
2018-09-30 $3.5M 40k 87.23
2018-06-30 $2.8M 34k 83.46
2018-03-31 $2.7M 35k 77.02
2017-12-31 $3.4M 45k 76.81
2017-09-30 $3.4M 46k 74.22
2017-06-30 $3.6M 52k 70.12
2017-03-31 $1.9M 27k 69.15
2016-12-31 $2.0M 15k 137.50
2016-09-30 $1.7M 14k 124.13
2016-06-30 $1.6M 14k 116.20
2016-03-31 $1.6M 14k 112.57
2015-12-31 $1.6M 15k 110.08
2015-06-30 $637k 5.0k 127.40
2015-03-31 $376k 3.2k 118.02
2014-12-31 $656k 5.7k 115.19
2014-09-30 $347k 3.3k 104.17
2014-06-30 $263k 2.3k 112.30
2014-03-31 $258k 2.3k 109.97
2013-12-31 $246k 2.3k 109.14
2013-09-30 $229k 2.3k 99.91
2013-06-30 $210k 2.3k 90.36

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
United Parcel Service CL B (UPS)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Nwam

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