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iShares S&P SmallCap 600 Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $69M 584k 117.53
2024-06-30 $56M 528k 106.54
2024-03-31 $60M 538k 110.52
2023-12-31 $58M 538k 108.25
2023-09-30 $45M 480k 94.33
2023-06-30 $46M 458k 100.52
2023-03-31 $46M 473k 96.70
2022-12-31 $7.9M 470k 16.75
2022-09-30 $38M 434k 87.19
2022-06-30 $51M 554k 92.41
2022-03-31 $70M 611k 114.51
2021-12-31 $70M 611k 114.51
2021-09-30 $88M 807k 109.19
2021-06-30 $66M 584k 112.98
2021-03-31 $62M 572k 108.53
2020-12-31 $65M 704k 91.90
2020-09-30 $44M 626k 69.82
2020-06-30 $46M 670k 68.29
2020-03-31 $40M 705k 56.11
2019-12-31 $67M 795k 83.85
2019-09-30 $64M 825k 78.00
2019-06-30 $68M 869k 78.26
2019-03-31 $69M 895k 77.15
2018-12-31 $62M 886k 69.48
2018-09-30 $85M 968k 87.24
2018-06-30 $25M 300k 84.33
2018-03-31 $40M 519k 77.01
2017-12-31 $23M 299k 77.92
2017-09-30 $53M 714k 74.75
2017-06-30 $46M 662k 69.69
2017-03-31 $46M 764k 60.74
2016-12-31 $37M 268k 138.29
2016-09-30 $25M 205k 123.33
2016-06-30 $23M 202k 115.57
2016-03-31 $19M 171k 112.57
2015-12-31 $19M 175k 110.09
2015-09-30 $16M 145k 106.56
2015-06-30 $16M 133k 117.88
2015-03-31 $17M 143k 118.03
2014-12-31 $16M 136k 114.06
2014-09-30 $11M 102k 104.30
2014-06-30 $9.6M 86k 112.10
2014-03-31 $7.4M 67k 110.14
2013-12-31 $7.3M 67k 109.13

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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