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iShares S&P SmallCap 600 Index shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship 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 Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 41k 108.25
2023-09-30 $3.6M 39k 94.33
2023-06-30 $3.8M 39k 99.65
2023-03-31 $3.7M 38k 96.70
2022-12-31 $3.5M 37k 94.64

More positions owned by Sound Stewardship

Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Sound Stewardship

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