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iShares S&P SmallCap 600 Index shares owned by Boyd Wealth Management

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

Historical chart of Boyd Wealth Management 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 Boyd Wealth Management 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 Boyd Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 52k 110.52
2023-12-31 $10M 95k 108.25
2023-09-30 $6.6M 70k 94.33
2023-06-30 $4.0M 41k 99.65
2023-03-31 $12M 123k 96.70
2022-12-31 $4.3M 46k 94.64
2022-09-30 $6.2M 72k 87.19
2022-06-30 $3.4M 37k 92.42
2022-03-31 $4.2M 39k 107.88
2021-12-31 $3.5M 31k 114.51

More positions owned by Boyd Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Boyd Wealth Management

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