Old Second Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Old Second Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Old Second Wealth Management from 13F filings

Historical chart of Old Second Wealth Management 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 Old Second Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Old Second Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $77k 692 110.52
2023-12-31 $75k 692 108.25
2023-09-30 $69k 734 94.33
2023-06-30 $73k 734 99.65
2023-03-31 $71k 734 96.70
2022-12-31 $70k 734 94.64
2022-09-30 $65k 734 87.89
2022-06-30 $67k 734 91.80
2022-03-31 $79k 734 107.42
2021-12-31 $68k 692 97.87
2021-09-30 $80k 734 109.38
2021-06-30 $83k 734 113.28
2021-03-31 $75k 692 108.51
2020-12-31 $63k 692 91.49
2020-09-30 $70k 990 70.31
2020-06-30 $47k 692 68.09
2020-03-31 $38k 692 55.32
2019-12-31 $73k 867 83.72
2019-09-30 $17k 222 76.58
2019-06-30 $17k 222 76.58
2019-03-31 $17k 222 76.58
2018-12-31 $15k 222 67.57
2018-09-30 $19k 222 85.59
2018-06-30 $19k 222 85.59
2018-03-31 $17k 222 76.58
2017-12-31 $17k 222 76.58
2017-09-30 $16k 222 72.07
2017-06-30 $16k 222 72.07
2017-03-31 $15k 222 67.57
2016-12-31 $15k 111 135.14
2016-09-30 $14k 111 126.13
2016-06-30 $13k 111 117.12
2016-03-31 $12k 111 108.11
2015-12-31 $12k 111 108.11
2015-09-30 $12k 111 108.11
2015-06-30 $13k 111 117.12
2015-03-31 $13k 111 117.12
2014-12-31 $13k 111 117.12

More positions owned by Old Second Wealth Management

iShares S&P MidCap 400 Index (IJH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard European ETF (VGK)
Matthews Intl Fds (ASIA)
Global X S&p 500 Covered Call Etf etf (XYLD)
Bsco etf (BSCO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
Franklin Templeton Etf Tr franklin india (FLIN)
Eli Lilly & Co. (LLY)
BlackRock (BLK)
Amazon (AMZN)

View all positions for Old Second Wealth Management

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