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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
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 Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)

View all positions for Affiance Financial

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