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

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

Historical chart of BlueSky 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 BlueSky Wealth 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 BlueSky Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 15k 118.83
2025-06-30 $1.7M 15k 109.29
2025-03-31 $1.6M 15k 104.57
2024-12-31 $1.8M 16k 115.22
2024-09-30 $2.1M 18k 116.96
2024-06-30 $2.0M 18k 106.66
2024-03-31 $2.0M 18k 110.52
2023-12-31 $2.0M 19k 108.25
2023-09-30 $1.8M 20k 94.33
2023-06-30 $1.9M 20k 99.65
2023-03-31 $2.1M 21k 96.70
2022-12-31 $2.1M 22k 94.64
2022-09-30 $2.0M 23k 87.20
2022-06-30 $2.3M 25k 92.41
2022-03-31 $2.9M 27k 107.86
2021-12-31 $23M 200k 114.51
2021-09-30 $4.0M 36k 109.20
2021-06-30 $4.2M 38k 111.59
2021-03-31 $4.0M 37k 109.63
2020-12-31 $3.9M 43k 91.90
2020-09-30 $3.4M 44k 75.72
2020-06-30 $3.1M 45k 68.29
2020-03-31 $2.5M 45k 56.11
2019-12-31 $4.1M 50k 83.46
2019-09-30 $3.9M 51k 75.29
2019-06-30 $4.1M 53k 78.28
2019-03-31 $4.3M 55k 78.31
2018-12-31 $4.0M 54k 74.51
2018-09-30 $4.6M 55k 83.48
2018-06-30 $4.7M 56k 83.46
2018-03-31 $4.7M 62k 77.02
2017-12-31 $4.8M 63k 76.81
2017-09-30 $4.8M 65k 74.22
2017-06-30 $4.6M 66k 70.11
2017-03-31 $4.5M 65k 69.16
2016-12-31 $4.9M 36k 137.53

More positions owned by BlueSky Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for BlueSky Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index