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iShares S&P SmallCap 600 Index shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.0M 12k 87.18
2022-06-30 $1.1M 12k 92.39
2022-03-31 $1.3M 12k 107.91
2021-12-31 $1.4M 12k 114.50
2021-09-30 $1.3M 12k 109.22
2021-06-30 $1.8M 16k 112.97
2021-03-31 $1.7M 16k 108.55
2020-12-31 $1.3M 15k 91.89
2020-09-30 $802k 11k 70.23
2020-06-30 $830k 12k 68.26
2020-03-31 $687k 12k 56.14
2019-12-31 $1.1M 13k 83.85
2019-09-30 $946k 12k 77.80
2019-06-30 $987k 13k 78.29
2019-03-31 $948k 12k 77.15
2018-12-31 $224k 3.2k 69.26
2018-09-30 $307k 3.5k 87.36
2018-06-30 $293k 3.5k 83.38
2018-03-31 $280k 3.6k 77.05
2017-12-31 $258k 3.4k 76.92
2017-09-30 $442k 6.0k 74.16
2017-06-30 $418k 6.0k 70.13
2017-03-31 $412k 6.0k 69.13
2016-12-31 $410k 3.0k 137.54
2016-09-30 $569k 4.6k 124.21
2016-06-30 $629k 5.4k 116.20
2016-03-31 $609k 5.4k 112.51
2015-12-31 $667k 6.1k 110.12
2015-09-30 $914k 8.6k 106.56

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index