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

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

Historical chart of Southern 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 Southern Wealth Management 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.3M 13k 96.70
2022-12-31 $1.3M 14k 94.64
2022-09-30 $851k 8.7k 97.88
2022-06-30 $384k 4.2k 92.31
2022-03-31 $440k 4.1k 107.76
2021-12-31 $837k 7.3k 114.52
2021-09-30 $364k 3.3k 109.21
2021-06-30 $407k 3.7k 111.35
2021-03-31 $449k 4.1k 108.53
2020-12-31 $369k 4.0k 91.84
2020-09-30 $287k 4.1k 70.34
2020-06-30 $278k 4.1k 68.41

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern 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