Vision Capital Management »

iShares S&P SmallCap 600 Index shares owned by Vision Capital Management

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

Historical chart of Vision Capital Management 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 Vision Capital Management 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 Vision Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 221k 116.96
2024-06-30 $24M 222k 106.66
2024-03-31 $25M 225k 110.52
2023-12-31 $24M 225k 108.25
2023-09-30 $20M 210k 94.33
2023-06-30 $21M 213k 99.65
2023-03-31 $21M 213k 96.70
2022-12-31 $21M 220k 94.64
2022-09-30 $19M 217k 87.19
2022-06-30 $26M 281k 92.41
2022-03-31 $32M 293k 107.88
2021-12-31 $33M 291k 114.51
2021-09-30 $31M 283k 109.19
2021-06-30 $30M 263k 112.98
2021-03-31 $28M 257k 108.53
2020-12-31 $24M 255k 91.90
2020-09-30 $18M 259k 70.23
2020-06-30 $17M 248k 68.29
2020-03-31 $17M 300k 56.11
2019-12-31 $21M 255k 83.85
2019-09-30 $19M 245k 77.84
2019-06-30 $19M 246k 78.28
2019-03-31 $19M 247k 77.15
2018-12-31 $17M 243k 69.32
2018-09-30 $21M 238k 87.24
2018-06-30 $20M 233k 83.46
2018-03-31 $18M 230k 77.01
2017-12-31 $18M 238k 76.81
2017-09-30 $16M 221k 74.22
2017-06-30 $15M 211k 70.11
2017-03-31 $15M 222k 69.16
2016-12-31 $12M 84k 137.52
2016-09-30 $6.5M 52k 124.16
2016-06-30 $5.7M 49k 116.21
2016-03-31 $5.6M 50k 112.58
2015-12-31 $5.2M 47k 110.11
2015-09-30 $4.4M 42k 106.56
2015-06-30 $3.7M 31k 117.89
2015-03-31 $1.6M 14k 118.04

More positions owned by Vision Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Sherwin-Williams Company (SHW)
U Haul Holding Company Com Ser N (UHAL.B)
Visa Com Cl A (V)

View all positions for Vision Capital Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index