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iShares S&P SmallCap 600 Index shares owned by DBK Financial Counsel

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

Historical chart of DBK Financial Counsel 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 DBK Financial Counsel 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 DBK Financial Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 30k 110.52
2023-12-31 $3.4M 31k 108.25
2023-09-30 $3.9M 41k 94.33
2023-06-30 $4.2M 42k 99.65
2023-03-31 $4.1M 42k 96.70
2022-12-31 $4.1M 43k 94.64
2022-09-30 $3.8M 44k 87.20
2022-06-30 $4.0M 44k 92.40
2022-03-31 $4.6M 42k 107.88
2021-12-31 $4.6M 40k 114.51

More positions owned by DBK Financial Counsel

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Real Estate Etf (AVRE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for DBK Financial Counsel

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