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iShares S&P SmallCap 600 Index shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 93k 108.25
2023-09-30 $5.6M 60k 94.33
2023-06-30 $5.8M 58k 99.66
2023-03-31 $3.6M 38k 96.70
2022-12-31 $1.9M 21k 94.62
2022-09-30 $550k 6.3k 87.20
2022-06-30 $282k 3.1k 92.34

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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