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iShares S&P SmallCap 600 Index shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 2.1k 116.94
2024-06-30 $216k 2.0k 106.66
2024-03-31 $229k 2.1k 110.54
2023-12-31 $224k 2.1k 108.24
2023-06-30 $206k 2.1k 99.63
2022-06-30 $188k 2.0k 92.39
2022-03-31 $2.9M 26k 109.02
2021-12-31 $2.9M 25k 114.50
2021-09-30 $2.6M 24k 109.21
2021-06-30 $2.7M 24k 112.99
2021-03-31 $2.2M 20k 108.54
2020-12-31 $1.9M 20k 91.91
2020-09-30 $1.4M 20k 70.25
2020-06-30 $1.3M 19k 68.27

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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Wells Fargo & Company
LPL Financial
Bank of New York Mellon
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Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada
Glenmede Trust Company
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index