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iShares S&P SmallCap 600 Index shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 2.2k 108.25
2023-09-30 $209k 2.2k 94.33
2023-06-30 $402k 4.0k 99.65
2023-03-31 $503k 5.2k 96.70
2022-12-31 $1.2M 13k 94.64
2022-06-30 $200k 2.2k 92.51

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Westshore Wealth

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