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iShares S&P SmallCap 600 Index shares owned by Sierra Summit Advisors

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

Historical chart of Sierra Summit 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 Sierra Summit 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 Sierra Summit Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 12k 110.52
2023-12-31 $1.3M 12k 108.25

More positions owned by Sierra Summit Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Intuitive Surgical Com New (ISRG)
Meta Platforms Cl A (META)
Icon SHS (ICLR)
Celsius Hldgs Com New (CELH)
Boston Scientific Corporation (BSX)
MercadoLibre (MELI)
Pfizer (PFE)
Match Group (MTCH)
Shopify Cl A (SHOP)
Advanced Micro Devices (AMD)

View all positions for Sierra Summit Advisors

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