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iShares S&P SmallCap 600 Index shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital 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 Aveo Capital 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 Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 19k 116.96
2024-06-30 $2.0M 19k 106.66
2024-03-31 $2.0M 19k 107.13
2023-12-31 $2.0M 19k 108.25
2023-09-30 $1.6M 17k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.6M 17k 96.70
2022-12-31 $1.7M 18k 94.64
2022-09-30 $1.6M 18k 87.19
2022-06-30 $1.6M 18k 92.41
2022-03-31 $2.1M 19k 107.88
2021-12-31 $2.3M 20k 114.53
2021-09-30 $2.2M 20k 109.17
2021-06-30 $2.4M 21k 112.97
2021-03-31 $2.3M 21k 108.54
2020-09-30 $1.2M 17k 70.24
2020-03-31 $1.2M 21k 56.13
2019-12-31 $1.8M 22k 83.87
2019-09-30 $1.8M 22k 81.30
2019-06-30 $1.8M 23k 79.18
2019-03-31 $1.5M 20k 77.15
2018-12-31 $1.4M 20k 69.33
2018-09-30 $1.6M 20k 79.01
2018-06-30 $1.7M 20k 83.47
2018-03-31 $1.7M 22k 77.00
2017-12-31 $1.5M 20k 76.82
2017-09-30 $1.4M 19k 74.24
2017-06-30 $1.3M 19k 70.13
2017-03-31 $1.3M 19k 69.17
2016-12-31 $1.3M 9.6k 137.58

More positions owned by Aveo Capital Partners

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aveo Capital 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