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iShares S&P SmallCap 600 Index shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 133k 110.52
2023-12-31 $17M 154k 108.25
2023-09-30 $15M 153k 94.33
2023-06-30 $15M 155k 96.70
2023-03-31 $15M 155k 96.70
2022-12-31 $15M 162k 94.64
2022-09-30 $14M 160k 87.19
2022-06-30 $14M 155k 92.41
2022-03-31 $17M 161k 107.88
2021-12-31 $19M 167k 114.51
2021-09-30 $18M 167k 109.19
2021-06-30 $20M 172k 112.98
2021-03-31 $18M 167k 108.53
2020-12-31 $15M 165k 91.90
2020-09-30 $12M 174k 70.23
2020-06-30 $12M 173k 68.29
2020-03-31 $7.0M 124k 56.11
2019-12-31 $11M 126k 83.85
2019-09-30 $9.8M 126k 77.84
2019-06-30 $10M 128k 78.28
2019-03-31 $10M 129k 77.15
2018-12-31 $9.3M 134k 69.42
2018-09-30 $12M 134k 87.24
2018-06-30 $11M 136k 83.46
2018-03-31 $11M 139k 77.01
2017-12-31 $11M 145k 76.81
2017-09-30 $11M 146k 74.22
2017-06-30 $10M 146k 70.11
2017-03-31 $10M 150k 69.16
2016-12-31 $11M 80k 137.41
2016-09-30 $11M 89k 124.14
2016-06-30 $10M 90k 116.22
2016-03-31 $10M 89k 112.56
2015-12-31 $9.9M 90k 110.11
2015-09-30 $9.9M 93k 106.57
2015-06-30 $11M 95k 117.87
2015-03-31 $12M 101k 118.04
2014-12-31 $10M 91k 114.06
2014-09-30 $9.5M 91k 104.29
2014-06-30 $10M 91k 112.09
2014-03-31 $11M 98k 110.14
2013-12-31 $11M 103k 109.12
2013-09-30 $11M 109k 99.80
2013-06-30 $8.8M 97k 90.31
2012-09-30 $5.5M 71k 77.08
2012-06-30 $489k 6.7k 73.14
2012-03-31 $318k 4.2k 76.35

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Wells Fargo & Company (WFC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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