Aspireon Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Aspireon Wealth Advisors

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

Historical chart of Aspireon Wealth 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 Aspireon Wealth Advisors 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 Aspireon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.5M 26k 96.71
2022-12-31 $2.9M 30k 95.36
2022-09-30 $2.7M 31k 87.26
2022-06-30 $2.9M 31k 92.55
2022-03-31 $3.7M 34k 107.93
2021-12-31 $2.9M 26k 113.99
2021-09-30 $2.1M 20k 109.37
2021-06-30 $4.0M 35k 112.77
2021-03-31 $400k 38k 10.53
2020-12-31 $3.5M 38k 91.50

More positions owned by Aspireon Wealth Advisors

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russel 1000 Etf (IWB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p500 Etf Shs (VOO)
Isharestr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Ishares Core Msci Eafe Etf (IEFA)
Invesco Exchange Traded Fd T S&p 500 Pur Val (RPV)
Kraneshares Csi China Internet Kraneshares China Intnt Etf (KWEB)
Ishares S&p Gsci Commodity Unit Ben Int (GSG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Direxion Shs Etf Tr 20yr Tres Bull
Ishares Tr Gl Clean Ene Etf (ICLN)

View all positions for Aspireon Wealth Advisors

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