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iShares S&P SmallCap 600 Index shares owned by Accelerate Investment Advisors

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

Historical chart of Accelerate Investment 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 Accelerate Investment 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 Accelerate Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 1.8k 115.20
2024-09-30 $234k 2.0k 116.95

More positions owned by Accelerate Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Texas Pacific Land Corp (TPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Accelerate Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index