Orin Green Financial »

iShares S&P SmallCap 600 Index shares owned by Orin Green Financial

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

Historical chart of Orin Green 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 Orin Green Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Orin Green Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 45k 108.06
2023-09-30 $4.3M 46k 94.33
2023-06-30 $4.8M 48k 99.65
2023-03-31 $4.6M 47k 96.70
2022-12-31 $4.6M 48k 94.64
2022-09-30 $4.0M 46k 87.30
2022-06-30 $4.9M 53k 92.27
2022-03-31 $5.5M 51k 107.88
2021-12-31 $5.4M 51k 106.69
2021-09-30 $5.0M 46k 109.18
2021-06-30 $5.0M 44k 112.98
2021-03-31 $4.4M 40k 108.52
2020-12-31 $4.3M 46k 91.90

More positions owned by Orin Green Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Qualcomm (QCOM)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Orin Green Financial

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index