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iShares S&P SmallCap 600 Index shares owned by Holland Advisory Services

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

Historical chart of Holland Advisory Services 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 Holland Advisory Services 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 Holland Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 9.9k 108.25
2023-09-30 $6.6M 70k 94.33
2023-06-30 $6.9M 69k 99.65
2023-03-31 $10M 105k 96.70
2022-12-31 $12M 122k 94.64
2022-09-30 $8.3M 95k 87.19
2022-06-30 $7.4M 80k 92.41
2022-03-31 $4.6M 43k 107.88
2021-12-31 $4.8M 42k 114.50

More positions owned by Holland Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Philip Morris International (PM)
McDonald's Corporation (MCD)
Mondelez Intl Cl A (MDLZ)

View all positions for Holland Advisory Services

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