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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
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

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Us Treas Bd Etf (GOVT)
Exxon Mobil Corporation (XOM)
Ishares Tr Mbs Etf (MBB)
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

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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index