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iShares S&P SmallCap 600 Index shares owned by Arcadia Investment Advisors

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

Historical chart of Arcadia Investment Advisors 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 Arcadia Investment Advisors 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 Arcadia Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 19k 118.83
2025-06-30 $8.0M 73k 109.29
2025-03-31 $7.3M 70k 104.57
2024-12-31 $7.9M 68k 115.22
2024-09-30 $8.2M 70k 116.96
2024-06-30 $7.3M 69k 106.66
2024-03-31 $7.1M 65k 110.52
2023-12-31 $7.0M 65k 108.25
2023-09-30 $5.7M 61k 94.33
2023-06-30 $5.9M 59k 99.65
2023-03-31 $5.5M 57k 96.70
2022-12-31 $5.3M 56k 94.64
2022-09-30 $4.6M 53k 87.19
2022-06-30 $4.7M 51k 92.41
2022-03-31 $5.2M 49k 107.88
2021-12-31 $5.3M 47k 114.51
2021-09-30 $4.9M 45k 109.19
2021-06-30 $4.5M 40k 112.98
2021-03-31 $910k 8.4k 108.53
2020-12-31 $227k 2.5k 91.90
2020-09-30 $347k 4.9k 70.23
2020-06-30 $895k 13k 68.29
2020-03-31 $747k 13k 56.11
2019-12-31 $1.7M 20k 83.85
2019-09-30 $1.6M 21k 77.84
2019-06-30 $1.7M 22k 78.28
2019-03-31 $3.9M 51k 77.15
2018-12-31 $3.5M 50k 69.32
2018-09-30 $4.5M 51k 87.24
2018-06-30 $4.1M 49k 83.46
2018-03-31 $3.7M 49k 77.01
2017-12-31 $3.3M 42k 76.81

More positions owned by Arcadia Investment Advisors

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Arcadia Investment Advisors

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