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iShares S&P SmallCap 600 Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $16M 141k 112.88
2021-03-31 $15M 138k 108.53
2020-12-31 $13M 146k 91.90
2020-09-30 $11M 152k 70.23
2020-06-30 $9.6M 140k 68.34
2020-03-31 $7.7M 137k 56.11
2019-12-31 $8.9M 106k 83.85
2019-09-30 $8.4M 108k 77.84
2019-06-30 $8.6M 110k 78.28
2019-03-31 $7.6M 99k 77.15
2018-12-31 $5.0M 73k 69.31
2018-09-30 $6.2M 71k 87.24
2018-06-30 $5.5M 66k 83.46
2018-03-31 $5.1M 66k 77.01
2017-12-31 $4.9M 64k 76.81

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index