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iShares S&P SmallCap 600 Index shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 2.6k 108.25

More positions owned by LM Advisors

Amazon (AMZN)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf
salesforce (CRM)
Vanguard World Fds Health Car Etf Etf (VHT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for LM Advisors

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