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iShares S&P SmallCap 600 Index shares owned by Bluestem Financial Advisors

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

Historical chart of Bluestem Financial 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 Bluestem Financial 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 Bluestem Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 26k 110.52
2023-12-31 $2.8M 26k 108.25
2023-09-30 $2.5M 27k 94.33
2023-06-30 $2.6M 27k 99.65
2023-03-31 $2.6M 27k 96.70
2022-12-31 $2.6M 28k 94.64
2022-09-30 $2.4M 28k 87.19
2022-06-30 $2.6M 28k 92.40
2022-03-31 $3.7M 34k 107.87
2021-12-31 $2.8M 24k 114.52
2021-09-30 $2.6M 24k 109.20
2021-06-30 $3.0M 27k 112.99
2021-03-31 $3.2M 30k 108.53
2020-12-31 $2.7M 30k 91.91
2020-09-30 $2.1M 30k 70.22
2020-06-30 $2.1M 30k 68.27

More positions owned by Bluestem Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Msci Leadr (SUSL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Esg Aware Msci (ESML)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bluestem Financial Advisors

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