Investmark Advisory Group »

iShares S&P SmallCap 600 Index shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 2.3k 110.50
2023-09-30 $219k 2.3k 94.34
2023-06-30 $235k 2.4k 99.65
2023-03-31 $227k 2.4k 96.68
2022-12-31 $222k 2.3k 94.65
2022-09-30 $203k 2.3k 87.09
2022-06-30 $210k 2.3k 92.11
2022-03-31 $259k 2.3k 114.15
2021-12-31 $259k 2.3k 114.15

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Qualcomm (QCOM)
Home Depot (HD)
Abbvie (ABBV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
Pepsi (PEP)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Johnson & Johnson (JNJ)

View all positions for Investmark Advisory Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index