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iShares S&P SmallCap 600 Index shares owned by Peak Asset Management

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

Historical chart of Peak Asset Management 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 Peak Asset Management 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 Peak Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 14k 116.96
2024-06-30 $1.5M 14k 106.66
2024-03-31 $1.5M 14k 110.52
2023-12-31 $1.5M 14k 108.25
2023-09-30 $1.3M 14k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $1.4M 14k 96.70
2022-12-31 $1.3M 14k 94.64
2022-09-30 $1.3M 15k 87.17
2022-06-30 $1.4M 15k 92.44
2022-03-31 $1.6M 15k 107.88
2021-12-31 $1.7M 15k 114.48
2021-09-30 $1.6M 15k 109.18
2021-06-30 $1.5M 14k 112.99
2021-03-31 $1.4M 13k 108.53
2020-12-31 $1.2M 13k 90.00
2020-09-30 $882k 13k 70.23
2020-06-30 $859k 13k 68.29
2020-03-31 $706k 13k 56.09
2019-12-31 $656k 7.8k 83.89
2019-09-30 $603k 7.7k 77.86
2019-06-30 $599k 7.6k 78.33
2019-03-31 $534k 6.9k 77.15
2018-12-31 $463k 6.7k 69.39
2018-09-30 $659k 7.6k 87.22
2018-06-30 $508k 6.1k 83.39
2018-03-31 $463k 6.0k 77.01
2017-12-31 $440k 5.7k 76.90
2017-09-30 $1.4M 19k 74.20
2017-06-30 $1.3M 19k 70.09
2017-03-31 $1.3M 19k 69.13
2016-12-31 $1.3M 9.4k 137.50
2016-09-30 $1.1M 9.1k 124.15
2016-06-30 $988k 8.5k 116.15
2016-03-31 $744k 6.6k 112.62
2015-12-31 $727k 6.6k 110.05
2015-09-30 $704k 6.6k 106.57
2015-06-30 $1.0M 8.6k 117.86
2015-03-31 $1.0M 8.6k 117.97
2014-12-31 $982k 8.6k 114.03

More positions owned by Peak Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
S&p Global (SPGI)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Paccar (PCAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Emerson Electric (EMR)

View all positions for Peak Asset Management

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