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iShares S&P SmallCap 600 Index shares owned by Arbor Wealth Advisors

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

Historical chart of Arbor Wealth Advisors 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 Arbor Wealth Advisors 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 Arbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $423k 3.8k 110.52
2023-12-31 $465k 4.3k 108.25

More positions owned by Arbor Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
BorgWarner (BWA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ford Motor Company (F)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Lear Corp Com New (LEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Aptiv SHS (APTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Arbor Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index