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iShares S&P SmallCap 600 Index shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services 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 Okabena Investment Services 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 Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 90k 110.52
2023-12-31 $8.0M 74k 108.25
2023-09-30 $5.5M 58k 94.33
2023-06-30 $5.8M 59k 99.65
2022-12-31 $123k 1.3k 94.64
2022-09-30 $1.2M 14k 87.19
2022-06-30 $2.0M 21k 92.42
2022-03-31 $2.3M 21k 107.86
2021-12-31 $8.6M 75k 114.50
2021-09-30 $12M 113k 109.19
2021-06-30 $13M 113k 112.98
2021-03-31 $12M 113k 108.53
2020-12-31 $10M 113k 91.90
2020-09-30 $7.9M 112k 70.23
2020-06-30 $7.7M 112k 68.29

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Gold Trust Ishares New (IAU)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Okabena Investment Services

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