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iShares S&P SmallCap 600 Index shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 27k 116.96
2024-06-30 $5.1M 48k 106.66
2024-03-31 $8.1M 74k 110.52
2023-09-30 $6.2M 66k 94.33
2023-06-30 $3.8M 39k 99.65
2023-03-31 $3.5M 36k 96.70
2022-12-31 $3.2M 34k 94.64
2022-09-30 $2.8M 33k 87.19
2022-06-30 $2.3M 25k 92.42
2022-03-31 $3.8M 36k 107.87
2021-12-31 $3.9M 34k 114.50
2021-09-30 $2.8M 25k 109.20
2021-06-30 $1.6M 14k 112.97
2021-03-31 $1.3M 12k 108.50
2020-12-31 $1.1M 12k 91.93
2020-09-30 $839k 12k 70.25
2020-06-30 $831k 12k 68.33
2020-03-31 $637k 12k 53.51
2019-12-31 $1.4M 17k 83.89
2019-09-30 $1.3M 17k 77.86
2019-06-30 $1.4M 18k 78.32
2019-03-31 $1.4M 18k 77.19
2018-12-31 $1.3M 18k 69.36
2018-09-30 $1.0M 12k 87.27
2018-06-30 $1.1M 13k 83.52
2018-03-31 $836k 11k 77.02
2017-12-31 $866k 11k 76.85
2017-09-30 $843k 11k 74.30
2017-06-30 $753k 11k 70.14
2017-03-31 $743k 11k 69.16
2016-12-31 $700k 5.1k 137.52
2016-09-30 $611k 4.9k 124.31
2016-06-30 $549k 4.7k 116.22
2016-03-31 $528k 4.7k 112.63
2015-12-31 $546k 5.0k 110.15
2015-09-30 $533k 5.0k 106.77
2015-06-30 $670k 5.7k 117.96
2015-03-31 $659k 5.6k 118.12
2014-12-31 $633k 5.5k 114.10
2014-09-30 $560k 5.4k 104.42
2014-06-30 $595k 5.3k 112.20
2014-03-31 $556k 5.0k 110.27
2013-12-31 $513k 4.7k 109.24

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index