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iShares S&P SmallCap 600 Index shares owned by Ronald Blue Trust

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

Historical chart of Ronald Blue Trust 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 Ronald Blue Trust 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 Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 13k 110.52
2023-12-31 $1.3M 14k 94.28
2023-09-30 $1.4M 14k 99.64
2023-06-30 $1.1M 11k 96.68
2023-03-31 $5.4M 57k 94.64
2022-12-31 $6.6M 76k 87.19
2022-09-30 $1.3M 14k 92.46
2022-06-30 $13M 122k 107.88

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Ronald Blue Trust

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