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iShares S&P SmallCap 600 Index shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 1.8k 110.50
2023-06-30 $215k 2.2k 98.96
2022-12-31 $249k 2.5k 99.64
2022-09-30 $245k 2.8k 88.51
2022-03-31 $728k 7.2k 101.06

More positions owned by Symphony Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Symphony Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index