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iShares S&P SmallCap 600 Index shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning 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 Laurel Wealth Planning 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 Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 27k 110.50
2023-12-31 $3.0M 28k 108.26
2023-09-30 $2.7M 29k 94.33
2023-06-30 $2.8M 28k 99.64
2023-03-31 $2.8M 29k 96.69
2022-12-31 $3.0M 31k 94.64
2022-09-30 $2.8M 32k 87.18
2022-06-30 $3.2M 35k 92.41
2022-03-31 $3.5M 33k 107.87
2021-12-31 $3.5M 31k 114.53
2021-09-30 $4.1M 37k 109.19
2021-06-30 $4.3M 38k 112.98
2021-03-31 $4.6M 43k 108.52
2020-12-31 $3.9M 43k 91.90

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci Kld400 Soc (DSI)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

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

View all funds holding iShares S&P SmallCap 600 Index