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iShares S&P SmallCap 600 Index shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 34k 115.22
2024-09-30 $3.9M 33k 116.96
2024-06-30 $3.5M 33k 106.66
2024-03-31 $3.9M 36k 110.52
2023-12-31 $3.7M 34k 108.25
2023-09-30 $3.3M 35k 94.78
2023-06-30 $2.9M 29k 99.62
2023-03-31 $3.0M 31k 96.69
2022-12-31 $3.0M 34k 87.18
2022-09-30 $3.0M 34k 87.18
2022-06-30 $2.5M 27k 92.40
2022-03-31 $3.6M 34k 107.86
2021-12-31 $4.1M 35k 114.48
2021-09-30 $3.0M 28k 109.19
2021-06-30 $2.3M 20k 112.97
2021-03-31 $2.2M 21k 108.53
2020-12-31 $1.5M 16k 91.86
2020-09-30 $1.1M 16k 70.19
2020-06-30 $1.1M 16k 68.26
2020-03-31 $1.1M 20k 56.07
2019-12-31 $1.8M 22k 83.84
2019-09-30 $1.7M 22k 77.80
2019-06-30 $1.3M 17k 78.25
2019-03-31 $4.6M 60k 77.14
2018-12-31 $4.3M 62k 69.31
2018-09-30 $925k 11k 87.23
2018-06-30 $768k 9.2k 83.44
2018-03-31 $708k 9.2k 76.92
2017-12-31 $669k 8.7k 76.76
2017-09-30 $632k 8.5k 74.21
2017-03-31 $2.2M 32k 69.07

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Waldron

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