SFG Wealth Management »

iShares S&P SmallCap 600 Index shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management 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 SFG Wealth Management 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 2.5k 110.52
2023-12-31 $301k 2.8k 108.26
2023-09-30 $232k 2.5k 94.33
2023-06-30 $269k 2.7k 99.65
2023-03-31 $262k 2.7k 96.70
2022-12-31 $256k 2.7k 94.65
2022-09-30 $234k 2.7k 87.25
2022-06-30 $290k 3.1k 92.33
2022-03-31 $313k 2.9k 107.75
2021-12-31 $318k 2.8k 114.64

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Visa Com Cl A (V)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
General Electric Com New (GE)
Apple (AAPL)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

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