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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
2024-03-31 $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

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Proshares Tr Ultra High Yld (UJB)
Select Sector Spdr Tr Energy (XLE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Aveo Capital 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