Plan »

iShares S&P SmallCap 600 Index shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 19k 115.22
2024-09-30 $2.2M 19k 116.96
2024-06-30 $2.0M 19k 106.66
2024-03-31 $2.2M 20k 110.52
2023-12-31 $2.0M 18k 108.25
2023-09-30 $1.7M 18k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.5M 16k 94.64
2022-09-30 $1.4M 16k 87.20
2022-06-30 $2.1M 23k 92.43
2022-03-31 $344k 3.2k 107.94
2021-12-31 $369k 3.2k 114.63
2021-09-30 $285k 2.6k 109.32
2021-06-30 $294k 2.6k 112.82
2021-03-31 $284k 2.6k 108.65
2020-12-31 $240k 2.6k 91.81
2020-09-30 $334k 4.8k 70.27
2020-06-30 $349k 5.1k 68.35
2020-03-31 $320k 5.7k 56.17
2019-12-31 $918k 11k 83.84
2019-09-30 $811k 10k 77.82
2019-06-30 $816k 10k 78.30
2019-03-31 $804k 10k 77.15
2018-12-31 $803k 12k 69.28
2018-09-30 $1.0M 12k 87.22
2018-06-30 $1.0M 12k 83.45
2018-03-31 $931k 12k 77.00
2017-12-31 $928k 12k 76.75
2017-09-30 $818k 11k 74.32
2017-06-30 $772k 11k 70.14
2017-03-31 $617k 8.9k 69.05
2016-12-31 $622k 4.5k 137.67
2014-12-31 $287k 2.5k 114.21
2014-09-30 $349k 3.3k 104.37
2014-06-30 $282k 2.5k 112.22
2014-03-31 $368k 3.3k 110.05

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Emerson Electric (EMR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Plan

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index