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

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

Historical chart of Buttonwood 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 Buttonwood 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 Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $465k 4.0k 115.21
2024-09-30 $501k 4.3k 116.96
2024-06-30 $511k 4.8k 106.66
2024-03-31 $617k 5.6k 110.52
2023-12-31 $635k 5.9k 108.25
2023-09-30 $601k 6.4k 94.33
2023-06-30 $408k 4.1k 99.64

More positions owned by Buttonwood Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Arrow Electronics (ARW)
Microchip Technology (MCHP)
Amazon (AMZN)
Markel Corporation (MKL)
Visa Com Cl A (V)

View all positions for Buttonwood 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