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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

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