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iShares S&P SmallCap 600 Index shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.8M 93k 94.33
2023-06-30 $8.6M 86k 99.65
2023-03-31 $1.2M 12k 96.71
2022-12-31 $4.4M 47k 94.64

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Global 100 Etf (IOO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Ns 7handl Idx (HNDL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

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