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iShares S&P SmallCap 600 Index shares owned by PBWM Holdings

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

Historical chart of PBWM Holdings 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 PBWM Holdings 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 PBWM Holdings

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.2M 12k 96.70
2022-12-31 $1.1M 11k 94.68
2022-09-30 $971k 11k 87.23
2022-06-30 $1.0M 11k 92.41
2022-03-31 $1.2M 11k 107.90
2021-12-31 $1.3M 11k 114.52
2021-09-30 $1.2M 11k 109.16
2021-06-30 $1.3M 11k 112.94
2021-03-31 $1.3M 12k 108.49
2020-12-31 $1.1M 12k 91.87
2020-09-30 $922k 13k 70.23
2020-06-30 $865k 13k 68.31
2020-03-31 $861k 15k 56.09

More positions owned by PBWM Holdings

Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)
iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA)
Apple (AAPL)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
iShares S&P Midcap 400 ETF Core S&p Mcp Etf (IJH)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
iShares Russell 1000 ETF Rus 1000 Etf (IWB)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Value ETF Value Etf (VTV)

View all positions for PBWM Holdings

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