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iShares S&P SmallCap 600 Index shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 1.8k 110.51
2023-12-31 $140k 1.3k 108.27
2023-09-30 $145k 1.5k 94.30
2023-06-30 $166k 1.7k 99.62
2023-03-31 $163k 1.7k 96.68
2022-12-31 $98k 1.0k 94.64
2022-09-30 $155k 1.8k 87.32
2022-06-30 $152k 1.6k 92.51
2022-03-31 $27M 252k 107.88
2021-12-31 $28M 247k 114.51
2021-09-30 $26M 240k 109.19
2021-06-30 $26M 234k 112.98
2021-03-31 $15M 140k 108.53
2020-12-31 $15k 168 89.29
2020-09-30 $9.0k 141 63.83
2018-12-31 $2.0k 32 62.50
2018-09-30 $3.0k 32 93.75
2018-06-30 $4.0k 49 81.63
2018-03-31 $4.0k 49 81.63
2017-12-31 $61k 792 77.02
2017-09-30 $84k 1.1k 74.93
2017-03-31 $7.5M 109k 69.16
2016-12-31 $12M 85k 137.52

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

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