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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
2025-09-30 $329k 2.8k 118.84
2025-06-30 $305k 2.8k 109.29
2025-03-31 $298k 2.8k 104.57
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)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for AA Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index