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iShares S&P SmallCap 600 Index shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $479k 4.5k 106.66
2024-03-31 $617k 5.6k 110.53
2023-09-30 $731k 7.8k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.3M 13k 96.70
2022-12-31 $983k 10k 94.64
2022-09-30 $351k 4.0k 87.29

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index