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iShares S&P SmallCap 600 Index shares owned by Oak Harvest Investment Services

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

Historical chart of Oak Harvest Investment Services 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 Oak Harvest Investment Services 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 Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 1.8k 116.94
2024-06-30 $210k 2.0k 106.66
2024-03-31 $202k 1.8k 110.54

More positions owned by Oak Harvest Investment Services

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Morgan Stanley Com New (MS)
Vanguard Specialized Funds Div App Etf (VIG)
Duke Energy Corp Com New (DUK)
Union Pacific Corporation (UNP)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
Cme (CME)
Pepsi (PEP)

View all positions for Oak Harvest Investment Services

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