Newman & Schimel »

iShares S&P SmallCap 600 Index shares owned by Newman & Schimel

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

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $741k 7.8k 94.63
2022-09-30 $871k 10k 87.20
2022-06-30 $923k 10k 92.41
2022-03-31 $1.1M 9.9k 107.86
2021-12-31 $1.1M 10k 114.49
2021-09-30 $1.0M 9.4k 109.23
2021-06-30 $1.1M 9.4k 112.93
2021-03-31 $951k 8.8k 108.59
2020-12-31 $496k 5.4k 91.90

More positions owned by Newman & Schimel

Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Star Funds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mrk Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p 500 Etf (IVV)

View all positions for Newman & Schimel

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