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iShares S&P SmallCap 600 Index shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 23k 108.26
2023-09-30 $1.9M 20k 94.34
2023-06-30 $2.0M 20k 99.66
2023-03-31 $1.9M 20k 96.67
2022-12-31 $1.7M 18k 94.64
2022-09-30 $4.3M 50k 87.34
2022-06-30 $2.6M 28k 92.57
2022-03-31 $531k 4.9k 107.84
2020-06-30 $2.2M 32k 68.30

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

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