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iShares S&P SmallCap 600 Index shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $877k 7.9k 110.52
2023-12-31 $1.0M 9.4k 108.25
2023-09-30 $896k 9.5k 94.33
2023-06-30 $944k 9.5k 99.65
2023-03-31 $1.0M 10k 96.70
2022-12-31 $948k 10k 94.64
2022-09-30 $870k 10k 87.20
2022-06-30 $929k 10k 92.46
2022-03-31 $1.2M 11k 107.91
2021-12-31 $1.4M 12k 114.48
2021-09-30 $1.3M 12k 109.16
2021-06-30 $1.4B 1.4M 1000.00
2021-03-31 $1.4M 12k 110.57
2020-12-31 $1.3M 13k 101.04

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Global Tech Etf (IXN)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Flagship Private Wealth

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