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iShares S&P SmallCap 600 Index shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2024-09-30 $275M 2.3k 116960.37
2024-06-30 $235M 2.2k 106681.78
2024-03-31 $243M 2.2k 110535.42
2023-09-30 $278M 2.9k 94328.58
2023-06-30 $304M 3.1k 99648.64
2023-03-31 $293M 3.0k 96690.02
2022-12-31 $537M 5.7k 94632.92

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

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