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iShares S&P SmallCap 600 Index shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 9.2k 110.52
2023-12-31 $1.2M 11k 108.25
2023-09-30 $1.1M 12k 94.33

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Fortinet (FTNT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Apollo Global Mgmt (APO)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Fortune Financial 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