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iShares S&P SmallCap 600 Index shares owned by AA Financial Advisors

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

Historical chart of AA Financial Advisors 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 AA Financial Advisors 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $357k 3.1k 115.22
2024-09-30 $344k 2.9k 116.96
2024-06-30 $281k 2.6k 106.66
2024-03-31 $291k 2.6k 110.52

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index