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iShares S&P SmallCap 600 Index shares owned by Affiance Financial

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

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 34k 118.83
2025-06-30 $3.5M 32k 109.29
2025-03-31 $3.2M 31k 104.57
2024-12-31 $3.7M 32k 115.22
2024-09-30 $3.7M 32k 116.96
2024-06-30 $4.1M 38k 106.66
2024-03-31 $4.2M 38k 110.52
2023-12-31 $8.1M 75k 108.25
2023-09-30 $20M 211k 94.33
2023-06-30 $21M 206k 99.65
2023-03-31 $19M 200k 96.70
2022-12-31 $16M 165k 94.64
2022-09-30 $17M 189k 87.19
2022-06-30 $17M 187k 92.41
2022-03-31 $20M 183k 107.88
2021-12-31 $6.6M 58k 114.51
2021-09-30 $6.3M 58k 109.19
2021-06-30 $6.6M 58k 112.98
2021-03-31 $6.4M 59k 108.54
2020-12-31 $5.8M 63k 91.90
2020-09-30 $4.5M 65k 70.23
2020-06-30 $4.5M 66k 68.29
2020-03-31 $3.7M 67k 56.10
2019-12-31 $15M 182k 83.85
2019-09-30 $13M 170k 77.84
2019-06-30 $13M 164k 78.28
2019-03-31 $12M 153k 77.15
2018-12-31 $5.7M 82k 69.32
2018-09-30 $8.1M 93k 87.24
2018-06-30 $344k 4.1k 83.58
2018-03-31 $256k 3.3k 77.15
2017-12-31 $282k 3.7k 76.80
2017-09-30 $280k 3.8k 74.35
2017-06-30 $257k 3.7k 69.99
2017-03-31 $260k 3.8k 69.11
2016-12-31 $252k 1.8k 137.63
2016-09-30 $222k 1.8k 124.30
2016-06-30 $243k 2.1k 116.21
2016-03-31 $218k 1.9k 112.66

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)

View all positions for Affiance Financial

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