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iShares S&P SmallCap 600 Index shares owned by SVB Wealth Advisory

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

Historical chart of SVB Wealth Advisory 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 SVB Wealth Advisory 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 SVB Wealth Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $4.7M 44k 107.88
2021-12-31 $4.9M 43k 114.39
2021-09-30 $4.9M 45k 109.19
2021-06-30 $5.6M 50k 112.99
2021-03-31 $4.1M 38k 108.51
2020-12-31 $3.5M 38k 91.89
2020-09-30 $2.6M 37k 70.22
2020-06-30 $2.4M 35k 68.29
2020-03-31 $2.0M 35k 56.11
2019-12-31 $3.1M 37k 83.84

More positions owned by SVB Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for SVB Wealth Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index