Alpha Financial Partners »

iShares S&P SmallCap 600 Index shares owned by Alpha Financial Partners

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

Historical chart of Alpha Financial Partners 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 Alpha Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 2.4k 116.94
2024-06-30 $2.9M 28k 106.66
2024-03-31 $3.0M 28k 110.52
2023-12-31 $2.9M 27k 108.25
2023-09-30 $2.2M 24k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.9M 20k 94.64

More positions owned by Alpha Financial Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Alpha Financial Partners

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