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iShares S&P SmallCap 600 Index shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3M 37k 115.22
2024-09-30 $4.3M 37k 116.96
2024-06-30 $3.9M 36k 106.66
2024-03-31 $3.9M 35k 110.52
2023-12-31 $3.6M 34k 108.25
2023-09-30 $3.1M 33k 94.33
2023-06-30 $3.2M 33k 99.65
2023-03-31 $3.3M 34k 96.70
2022-09-30 $3.0M 35k 87.19
2022-06-30 $3.3M 35k 92.47
2022-03-31 $3.3M 32k 102.09
2021-12-31 $3.4M 30k 114.52
2021-09-30 $3.1M 28k 109.21
2021-06-30 $2.8M 26k 109.36
2021-03-31 $3.0M 28k 108.52
2020-12-31 $2.7M 27k 101.04
2020-09-30 $2.0M 28k 70.22
2020-06-30 $1.8M 27k 68.29
2020-03-31 $1.1M 20k 56.06
2019-12-31 $6.1M 72k 83.84
2019-09-30 $5.4M 69k 77.84
2019-06-30 $4.8M 61k 78.28
2019-03-31 $4.6M 59k 77.14
2018-12-31 $3.6M 52k 69.32
2018-09-30 $4.7M 54k 87.23
2018-06-30 $4.2M 51k 83.45
2018-03-31 $3.7M 49k 77.00
2017-12-31 $3.6M 47k 76.80
2017-09-30 $3.5M 46k 74.92
2017-06-30 $3.3M 48k 70.10
2017-03-31 $3.0M 44k 69.16
2016-12-31 $2.7M 20k 137.49
2016-09-30 $2.3M 18k 124.14
2016-06-30 $2.0M 18k 116.20
2016-03-31 $1.4M 12k 112.49
2015-12-31 $1.3M 12k 110.10
2015-09-30 $280k 2.6k 106.38

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Apple (AAPL)
Vanguard World Health Car Etf (VHT)

View all positions for Wagner Bowman Management

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