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iShares S&P SmallCap 600 Index shares owned by Consilium Wealth Advisory

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

Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory 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 Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $844k 7.6k 110.53
2023-12-31 $934k 8.6k 108.25
2023-09-30 $269k 2.9k 94.34
2023-06-30 $284k 2.9k 99.66
2023-03-31 $358k 3.7k 96.70
2022-12-31 $295k 3.1k 94.64

More positions owned by Consilium Wealth Advisory

Ishares Tr Grwt Allocat Etf (AOR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Euro (IEUR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Modert Alloc Etf (AOM)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Consilium Wealth Advisory

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

View all funds holding iShares S&P SmallCap 600 Index