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

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

Historical chart of Focused 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 Focused 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $98k 904 108.29
2023-09-30 $7.6M 81k 94.33
2023-06-30 $7.6M 76k 99.65
2023-03-31 $7.1M 73k 96.70
2022-12-31 $7.1M 75k 94.64
2022-09-30 $6.5M 74k 87.19
2022-06-30 $5.0M 54k 92.40
2022-03-31 $7.5M 70k 107.88
2021-12-31 $14k 122 114.75
2021-09-30 $11k 99 111.11
2021-06-30 $11k 99 111.11
2021-03-31 $4.0k 36 111.11
2020-12-31 $3.0k 36 83.33
2020-09-30 $3.0k 36 83.33
2020-06-30 $2.0k 36 55.56
2020-03-31 $2.0k 36 55.56
2019-12-31 $3.0k 36 83.33
2019-09-30 $3.0k 36 83.33
2019-06-30 $3.0k 36 83.33
2019-03-31 $3.0k 36 83.33
2018-12-31 $2.0k 36 55.56
2018-09-30 $3.0k 36 83.33
2018-06-30 $3.0k 36 83.33
2018-03-31 $3.0k 36 83.33
2017-12-31 $6.0k 78 76.92
2017-09-30 $8.0k 114 70.18
2017-06-30 $5.0k 78 64.10
2017-03-31 $5.0k 78 64.10
2016-12-31 $5.0k 39 128.21
2016-09-30 $5.0k 39 128.21
2016-06-30 $5.0k 39 128.21
2016-03-31 $4.0k 39 102.56
2015-12-31 $11k 99 111.11
2015-09-30 $12k 115 104.35
2015-06-30 $6.0k 55 109.09
2015-03-31 $6.0k 55 109.09
2014-12-31 $2.0k 18 111.11
2014-09-30 $2.0k 18 111.11
2014-06-30 $2.0k 18 111.11
2014-03-31 $2.0k 18 111.11
2013-12-31 $2.0k 18 111.11

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index