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

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

Historical chart of Etesian 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 Etesian 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 68k 110.52
2023-12-31 $7.6M 69k 109.75
2023-09-30 $6.5M 69k 94.33
2023-06-30 $6.7M 67k 99.65
2023-03-31 $6.3M 65k 96.70
2022-12-31 $6.1M 64k 94.64

More positions owned by Etesian Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amazon (AMZN)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Etesian 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