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iShares S&P SmallCap 600 Index shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $16M 147k 108.53
2020-12-31 $14M 150k 91.90
2020-09-30 $11M 152k 70.23
2020-06-30 $10M 151k 68.29
2020-03-31 $8.4M 150k 56.11
2019-12-31 $12M 144k 83.85
2019-09-30 $11M 141k 77.84
2019-06-30 $11M 139k 78.28
2019-03-31 $11M 139k 77.15
2018-12-31 $9.8M 141k 69.32
2018-09-30 $13M 144k 87.24
2018-06-30 $13M 150k 83.46
2018-03-31 $12M 155k 77.01
2017-12-31 $12M 157k 76.81
2017-09-30 $12M 167k 74.22
2017-06-30 $12M 174k 70.11
2017-03-31 $12M 176k 69.16
2016-12-31 $12M 89k 137.52
2016-09-30 $12M 93k 124.15
2016-06-30 $11M 93k 116.20

More positions owned by Sullivan, Bruyette, Speros & Blaney

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Gold Tr Ishares
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sullivan, Bruyette, Speros & Blaney

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