Rosenberg Matthew Hamilton »

iShares S&P SmallCap 600 Index shares owned by Rosenberg Matthew Hamilton

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

Historical chart of Rosenberg Matthew Hamilton investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by Rosenberg Matthew Hamilton 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 Rosenberg Matthew Hamilton

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 2.0k 118.83
2025-06-30 $235k 2.2k 109.29
2025-03-31 $252k 2.4k 104.57
2024-12-31 $283k 2.5k 115.22
2024-09-30 $254k 2.2k 116.96
2024-06-30 $241k 2.3k 105.83
2024-03-31 $207k 1.9k 109.39
2023-12-31 $267k 2.5k 108.25
2023-09-30 $253k 2.7k 94.32
2023-06-30 $421k 4.2k 99.64
2023-03-31 $1.0M 11k 96.70
2022-12-31 $1.0M 11k 94.64
2022-09-30 $1.0M 12k 87.19
2022-06-30 $1.2M 12k 93.32
2022-03-31 $1.3M 12k 107.87
2021-12-31 $1.4M 12k 114.54
2021-09-30 $1.4M 13k 109.16

More positions owned by Rosenberg Matthew Hamilton

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Total Stk Mkt Etf (VTI)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Intermediate-term Bond Etf (BIV)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard High Dividend Yield Etf (VYM)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Rosenberg Matthew Hamilton

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