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

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

Historical chart of Private Ocean 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 Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 31k 106.66
2024-03-31 $2.0M 18k 110.52
2023-12-31 $2.2M 20k 108.25
2023-09-30 $1.8M 19k 94.33
2023-06-30 $1.9M 20k 99.65
2023-03-31 $1.9M 19k 96.70
2022-12-31 $1.8M 19k 94.64
2022-09-30 $1.7M 19k 87.17
2022-06-30 $1.8M 19k 92.40
2022-03-31 $2.3M 21k 107.86
2021-12-31 $2.4M 21k 114.54
2021-09-30 $2.3M 21k 109.19
2021-06-30 $2.4M 22k 112.96
2021-03-31 $2.4M 22k 108.52
2020-12-31 $2.0M 22k 91.92
2020-09-30 $1.5M 22k 70.21
2020-06-30 $1.5M 22k 68.27
2020-03-31 $1.3M 24k 56.09
2019-12-31 $2.1M 25k 83.86
2019-09-30 $2.0M 25k 77.88
2019-06-30 $2.0M 25k 78.27
2019-03-31 $2.3M 30k 77.14
2018-12-31 $2.4M 34k 69.34
2018-09-30 $435k 5.0k 87.17
2018-06-30 $403k 4.8k 83.37
2018-03-31 $428k 5.6k 77.01
2017-12-31 $306k 4.0k 76.73
2017-09-30 $172k 2.3k 74.14
2017-06-30 $162k 2.3k 70.01
2017-03-31 $160k 2.3k 69.14
2016-12-31 $331k 2.4k 137.63
2016-09-30 $297k 2.4k 123.96
2016-06-30 $278k 2.4k 116.03
2016-03-31 $269k 2.4k 112.46
2015-12-31 $262k 2.4k 110.04
2015-09-30 $253k 2.4k 106.66
2015-06-30 $280k 2.4k 118.04
2015-03-31 $279k 2.4k 117.87
2014-12-31 $269k 2.4k 113.89
2014-09-30 $246k 2.4k 104.33
2014-06-30 $287k 2.6k 112.24
2014-03-31 $281k 2.6k 110.02
2013-12-31 $413k 3.8k 109.23

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index