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iShares S&P SmallCap 600 Index shares owned by West Coast Financial

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

Historical chart of West Coast Financial 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 West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $142M 1.2M 115.22
2024-09-30 $144M 1.2M 116.96
2024-06-30 $131M 1.2M 106.66
2024-03-31 $133M 1.2M 110.52
2023-12-31 $125M 1.2M 108.25
2023-09-30 $80M 844k 94.33
2023-06-30 $82M 827k 99.65
2023-03-31 $78M 809k 96.70
2022-12-31 $74M 782k 94.64
2022-09-30 $66M 752k 87.19
2022-06-30 $69M 746k 92.41
2022-03-31 $77M 712k 107.88
2021-12-31 $80M 694k 114.51
2021-09-30 $76M 699k 109.19
2021-06-30 $78M 694k 112.98
2021-03-31 $77M 713k 108.53
2020-12-31 $69M 750k 91.90
2020-09-30 $53M 752k 70.23
2020-06-30 $51M 753k 68.29
2020-03-31 $38M 673k 56.11
2019-12-31 $49M 585k 83.85
2019-09-30 $47M 598k 77.84
2019-06-30 $45M 580k 78.28
2019-03-31 $58M 745k 77.15
2018-12-31 $48M 693k 69.32
2018-09-30 $56M 639k 87.24
2018-06-30 $49M 592k 83.46
2018-03-31 $47M 606k 77.01
2017-12-31 $46M 604k 76.81
2017-09-30 $48M 651k 74.22
2017-06-30 $50M 712k 70.11
2017-03-31 $46M 664k 69.16
2016-12-31 $43M 312k 137.52
2016-09-30 $34M 276k 124.15
2016-06-30 $24M 203k 116.21
2016-03-31 $20M 178k 112.57
2015-12-31 $18M 159k 110.11
2015-09-30 $16M 149k 106.57
2015-06-30 $16M 137k 117.88
2015-03-31 $14M 119k 118.03
2014-06-30 $11M 97k 112.09
2014-03-31 $11M 100k 110.14
2013-06-30 $8.7M 96k 90.31
2012-12-31 $7.1M 91k 78.10
2012-09-30 $7.0M 91k 77.07
2012-06-30 $6.6M 90k 73.27
2012-03-31 $6.8M 90k 76.31
2011-12-31 $5.7M 84k 68.31
2011-09-30 $4.5M 78k 58.54
2011-06-30 $4.5M 61k 73.32
2010-09-30 $3.1M 53k 59.09
2010-06-30 $2.7M 50k 54.13
2010-03-31 $2.8M 48k 59.45
2009-12-31 $2.5M 46k 54.71

More positions owned by West Coast Financial

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Mastercard Incorporated Cl A (MA)
Amphenol Corp Cl A (APH)
Marsh & McLennan Companies (MMC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Waste Management (WM)
Snap-on Incorporated (SNA)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for West Coast Financial

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