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

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

Historical chart of BMS 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 BMS 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $233k 2.3k 99.67
2023-03-31 $226k 2.3k 96.70
2022-12-31 $3.2M 28k 114.51
2022-09-30 $1.1M 13k 87.18
2022-06-30 $3.2M 28k 114.50
2022-03-31 $2.2M 20k 107.87
2021-12-31 $3.3M 28k 114.50

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index