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iShares S&P SmallCap 600 Index shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 148k 110.52
2023-12-31 $16M 144k 108.25
2023-09-30 $13M 142k 94.33
2023-06-30 $14M 140k 99.65
2023-03-31 $15M 153k 96.70
2022-12-31 $15M 157k 94.64
2022-09-30 $12M 142k 87.19
2022-06-30 $20M 212k 92.41
2022-03-31 $23M 210k 107.88
2021-12-31 $24M 209k 114.51
2021-09-30 $17M 152k 109.19
2021-06-30 $17M 152k 112.98
2021-03-31 $18M 162k 108.53
2020-12-31 $17M 184k 91.90
2020-09-30 $13M 190k 70.23
2020-06-30 $14M 209k 68.29
2020-03-31 $8.7M 155k 56.11
2019-12-31 $19M 221k 83.85
2019-09-30 $19M 237k 77.84
2019-06-30 $19M 248k 78.28
2019-03-31 $19M 248k 77.15
2018-12-31 $14M 203k 69.32
2018-09-30 $20M 226k 87.24
2018-06-30 $19M 230k 83.46
2018-03-31 $18M 227k 77.01
2017-12-31 $17M 220k 76.81
2017-09-30 $8.9M 120k 74.22
2017-06-30 $14M 203k 70.11
2017-03-31 $17M 241k 69.16
2016-12-31 $8.7M 126k 68.76
2016-09-30 $17M 134k 123.83
2016-06-30 $15M 132k 115.71
2016-03-31 $15M 135k 112.57
2015-12-31 $15M 137k 110.11

More positions owned by Lgl Partners

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Fs Kkr Capital Corp (FSK)

View all positions for Lgl Partners

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