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iShares S&P SmallCap 600 Index shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital 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 Elevated Capital 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 3.1k 110.54
2023-12-31 $1.6M 15k 108.25
2023-09-30 $1.5M 16k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $1.4M 15k 96.70
2022-12-31 $1.4M 14k 94.64
2022-09-30 $1.3M 15k 87.20
2022-03-31 $1.7M 15k 107.89
2021-09-30 $1.6M 15k 109.20
2021-03-31 $1.2M 12k 107.06
2020-12-31 $957k 10k 91.90
2020-09-30 $784k 9.6k 81.85
2020-06-30 $730k 9.6k 75.66
2019-12-31 $304k 3.6k 83.77
2019-03-31 $425k 7.4k 57.25

More positions owned by Elevated Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
PIMCO Corporate Income Fund (PCN)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Elevated Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index