Private Advisor »

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

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

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Private Advisor

Quarter filed Position value Share count Share price at filing
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 $67M 620k 107.88
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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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