Wade Financial Advisory »

iShares S&P SmallCap 600 Index shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory 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 Wade Financial Advisory 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 Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $252k 2.3k 108.25
2023-06-30 $232k 2.3k 99.65
2023-03-31 $225k 2.3k 96.70
2022-12-31 $220k 2.3k 94.64
2022-03-31 $243k 2.2k 108.05

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Wade Financial Advisory

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