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iShares S&P SmallCap 600 Index shares owned by SWS Partners

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

Historical chart of SWS Partners 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 SWS Partners 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 SWS Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.5M 48k 94.33
2023-06-30 $4.6M 46k 99.65
2023-03-31 $4.4M 46k 96.70
2022-12-31 $3.9M 41k 94.63
2022-09-30 $3.5M 40k 87.18
2020-12-31 $3.1M 34k 91.91
2020-09-30 $2.6M 37k 70.23
2020-03-31 $1.7M 31k 56.10
2019-09-30 $36M 463k 77.49
2019-06-30 $2.1M 27k 77.48
2018-12-31 $1.4M 20k 69.33
2018-09-30 $2.0M 23k 87.24
2018-06-30 $1.8M 22k 83.47
2018-03-31 $1.4M 19k 75.22
2017-12-31 $1.1M 14k 76.83

More positions owned by SWS Partners

iShares Core S&P 500 ETF Ivv-us (IVV)
Schwab International Equity ETF Schf-us (SCHF)
Schwab US Large Cap ETF Schx-us (SCHX)
Schwab Intermediate Term US TRS ETF Schr-us (SCHR)
iShares Core S&P Mid Cap ETF Ijh-us (IJH)
SPDR S&P 500 High Dividend ETF Spyd-us (SPYD)
iShares Core S&P Small Cap ETF Ijr-us (IJR)
Alphabet Inc. Class A Googl-us (GOOGL)
iShares National Muni Bond ETF Mub-us (MUB)
Uber Technologies Uber-us (UBER)
Intel Intc-us (INTC)
Natera Ntra-us (NTRA)
Vanguard Mortgage Backed Sec ETF Vmbs-us (VMBS)
Accenture PLC Class A Acn-us (ACN)
Purecycle Technologies Pct-us (PCT)

View all positions for SWS Partners

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