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iShares S&P SmallCap 600 Index shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $797k 6.7k 118.84
2025-06-30 $885k 8.1k 109.29
2025-03-31 $2.7M 26k 104.57
2024-12-31 $2.0M 18k 115.22
2024-09-30 $2.1M 18k 116.96
2024-06-30 $1.9M 18k 106.66
2024-03-31 $2.0M 18k 110.52
2023-12-31 $2.0M 19k 108.25
2023-09-30 $1.9M 20k 94.33
2023-06-30 $1.9M 19k 99.65
2023-03-31 $2.0M 21k 96.70
2022-12-31 $2.2M 24k 94.64
2022-09-30 $2.3M 25k 93.03
2022-06-30 $2.9M 32k 92.10
2022-03-31 $12M 110k 107.88
2021-12-31 $11M 97k 114.51
2021-09-30 $11M 100k 109.19
2021-06-30 $11M 95k 112.98
2021-03-31 $10M 92k 108.53
2020-12-31 $8.1M 88k 91.90
2020-09-30 $7.8M 111k 70.23
2020-06-30 $6.4M 93k 68.29
2020-03-31 $811k 15k 56.11
2019-12-31 $1.2M 14k 83.87
2019-09-30 $959k 12k 77.82
2019-06-30 $901k 12k 78.27
2019-03-31 $818k 11k 77.15
2018-12-31 $708k 10k 69.28

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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