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iShares S&P SmallCap 600 Index shares owned by AAFCPAs Wealth Management

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

Historical chart of AAFCPAs Wealth Management 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 AAFCPAs Wealth Management 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 AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 63k 108.25
2023-09-30 $5.7M 60k 94.33
2023-06-30 $5.9M 59k 99.65
2023-03-31 $5.5M 57k 96.72
2022-12-31 $5.2M 55k 94.66
2022-09-30 $4.8M 55k 87.23
2022-06-30 $4.8M 53k 92.17
2022-03-31 $5.7M 53k 107.85
2021-12-31 $6.0M 52k 114.43
2021-09-30 $5.6M 51k 109.20
2021-06-30 $5.5M 49k 112.87
2021-03-31 $5.5M 51k 108.53
2020-12-31 $5.6M 61k 91.90

More positions owned by AAFCPAs Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for AAFCPAs Wealth Management

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