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iShares S&P SmallCap 600 Index shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 2.2k 108.27
2023-09-30 $205k 2.2k 94.34
2023-06-30 $392k 3.9k 99.66
2022-09-30 $429k 4.9k 87.18
2022-06-30 $312k 3.4k 92.50
2022-03-31 $364k 3.4k 107.92
2021-12-31 $410k 3.6k 114.43
2021-09-30 $357k 3.3k 109.31
2021-06-30 $369k 3.3k 112.98
2021-03-31 $354k 3.3k 108.39
2020-12-31 $300k 3.3k 91.86

More positions owned by GM Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for GM Advisory

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