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iShares S&P SmallCap 600 Index shares owned by Newton One Investments

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

Historical chart of Newton One Investments 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 Newton One Investments 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 Newton One Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 33k 110.52
2023-12-31 $3.6M 33k 108.25
2023-09-30 $3.7M 39k 94.33
2023-06-30 $4.7M 48k 99.65
2023-03-31 $4.4M 46k 96.70
2022-12-31 $4.3M 45k 94.64
2022-09-30 $3.9M 45k 87.19
2022-06-30 $4.1M 45k 92.40
2022-03-31 $4.9M 45k 107.89
2021-12-31 $5.1M 45k 114.52
2021-09-30 $4.8M 44k 109.19
2021-06-30 $4.7M 41k 112.99
2021-03-31 $4.4M 41k 108.53
2020-12-31 $3.7M 40k 91.89

More positions owned by Newton One Investments

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Newton One Investments

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