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iShares S&P SmallCap 600 Index shares owned by Ropes Wealth Advisors

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

Historical chart of Ropes Wealth Advisors 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 Ropes Wealth Advisors 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 Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.9M 95k 94.33
2023-06-30 $9.6M 97k 99.65
2023-03-31 $9.3M 96k 96.70
2022-12-31 $9.2M 97k 94.64
2022-09-30 $8.6M 99k 87.19
2022-06-30 $9.1M 98k 92.41
2022-03-31 $11M 98k 107.88
2021-12-31 $11M 98k 114.51
2021-09-30 $11M 98k 109.19
2021-06-30 $11M 98k 112.98
2021-03-31 $11M 98k 109.76
2020-12-31 $8.8M 95k 91.90
2020-09-30 $647k 9.2k 70.23
2020-06-30 $639k 9.4k 68.32
2020-03-31 $631k 11k 56.12
2019-12-31 $1.0M 12k 83.88
2019-09-30 $981k 13k 77.84
2019-06-30 $690k 8.8k 78.24
2019-03-31 $722k 9.4k 77.14
2018-12-31 $632k 9.1k 69.29
2018-09-30 $796k 9.1k 87.27
2018-06-30 $811k 9.7k 83.50
2018-03-31 $472k 6.1k 76.99
2017-12-31 $484k 6.3k 76.89
2017-09-30 $488k 6.6k 74.28
2017-06-30 $461k 6.6k 70.17
2017-03-31 $454k 6.6k 69.10
2016-12-31 $486k 3.5k 137.44
2016-09-30 $338k 2.7k 123.99
2016-06-30 $317k 2.7k 116.29
2016-03-31 $412k 3.7k 112.63
2015-12-31 $403k 3.7k 110.17
2015-09-30 $469k 4.4k 106.57
2015-06-30 $541k 4.6k 117.89
2015-03-31 $497k 4.2k 117.94

More positions owned by Ropes Wealth Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)

View all positions for Ropes Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index