Winch Advisory Services »

iShares S&P SmallCap 600 Index shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $54k 496 108.34
2023-09-30 $47k 496 94.76
2017-06-30 $263k 3.8k 70.13
2017-03-31 $259k 3.8k 69.07
2016-12-31 $258k 1.9k 137.60
2015-03-31 $1.0k 11 90.91

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Etf Etf (QQQ)
NVIDIA Corporation (NVDA)
Ishares Short Treasury Bond Etf Etf (SHV)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Capital Group Core Plus Us Multi Sector Income Etf Etf (CGMS)
Visa (V)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)

View all positions for Winch Advisory Services

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index