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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
2023-12-31 $224k 2.1k 108.24
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)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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