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

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

Historical chart of Bright 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 Bright 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 Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 88k 118.83
2025-06-30 $9.8M 90k 109.29
2025-03-31 $9.3M 89k 104.57
2024-12-31 $9.8M 86k 115.22
2024-09-30 $9.8M 83k 116.96
2024-06-30 $8.7M 82k 106.66

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
NVIDIA Corporation (NVDA)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Eaton Corp SHS (ETN)

View all positions for Bright Financial 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