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iShares S&P SmallCap 600 Index shares owned by Elm Advisors

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

Historical chart of Elm Advisors 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.2M 20k 107.88
2021-12-31 $5.2M 46k 114.52
2021-09-30 $5.0M 46k 109.19
2021-06-30 $5.1M 45k 112.98
2021-03-31 $4.9M 46k 108.53
2020-12-31 $4.6M 50k 91.91
2020-09-30 $3.9M 55k 70.22
2020-06-30 $3.9M 57k 68.29
2020-03-31 $3.4M 60k 56.10
2019-12-31 $5.0M 60k 83.85
2019-09-30 $4.6M 59k 77.84
2019-06-30 $4.6M 58k 78.28
2019-03-31 $4.4M 57k 77.16
2018-12-31 $3.8M 55k 69.31
2018-09-30 $4.7M 53k 87.24
2018-06-30 $4.5M 54k 83.45
2018-03-31 $4.2M 54k 77.00
2017-12-31 $4.4M 57k 76.82
2017-09-30 $4.0M 54k 74.23
2017-06-30 $3.8M 54k 70.11
2017-03-31 $3.7M 54k 69.17
2016-12-31 $3.6M 26k 137.54
2016-09-30 $3.3M 27k 124.14
2016-06-30 $3.1M 27k 116.22
2016-03-31 $3.0M 27k 112.57
2015-12-31 $3.1M 28k 110.10
2015-09-30 $3.1M 29k 106.57
2015-06-30 $3.5M 29k 117.88
2015-03-31 $3.7M 31k 118.03
2014-12-31 $3.9M 34k 114.05
2014-09-30 $3.6M 34k 104.30
2014-06-30 $3.8M 34k 112.08
2014-03-31 $3.8M 35k 110.13
2013-12-31 $4.0M 37k 109.13

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

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