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iShares S&P SmallCap 600 Index shares owned by Ballew Advisors

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

Historical chart of Ballew 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 Ballew Advisors 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 Ballew Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 48k 114.87
2024-06-30 $5.4M 48k 112.81
2024-03-31 $5.0M 48k 105.66
2023-12-31 $4.8M 46k 103.33
2023-09-30 $4.3M 47k 91.70
2023-06-30 $4.7M 47k 100.60
2023-03-31 $4.6M 47k 97.94
2022-12-31 $5.0M 49k 100.79
2022-09-30 $4.4M 50k 89.46
2022-06-30 $4.5M 49k 91.24
2022-03-31 $5.1M 48k 105.89
2021-12-31 $5.6M 49k 113.49
2021-09-30 $5.6M 50k 111.41
2021-06-30 $5.6M 51k 110.02
2021-03-31 $12M 105k 110.09
2020-12-31 $5.6M 57k 98.17
2020-09-30 $4.4M 59k 73.53
2020-06-30 $4.1M 61k 66.94
2020-03-31 $3.1M 56k 56.11
2019-12-31 $4.1M 49k 83.46
2019-09-30 $3.5M 47k 75.06
2019-06-30 $3.5M 44k 77.84
2019-03-31 $3.4M 42k 81.37
2018-12-31 $2.9M 37k 76.83
2018-09-30 $2.5M 33k 76.57
2018-06-30 $2.6M 31k 83.47
2018-03-31 $2.1M 27k 77.02
2017-12-31 $1.6M 21k 76.83

More positions owned by Ballew Advisors

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Value Line Divid In SHS (FVD)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Global X Fds Global X Silver (SIL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ballew Advisors

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