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iShares S&P SmallCap 600 Index shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 52k 108.25
2023-09-30 $4.9M 52k 94.33
2023-06-30 $5.2M 52k 99.65
2023-03-31 $5.4M 56k 96.70
2022-12-31 $5.3M 56k 94.64
2022-09-30 $4.7M 54k 87.20
2022-06-30 $5.0M 54k 92.42
2022-03-31 $5.8M 54k 107.87
2021-12-31 $6.4M 56k 114.51
2021-09-30 $7.5M 68k 109.20
2021-06-30 $7.3M 65k 112.98
2021-03-31 $7.1M 65k 108.53
2020-12-31 $6.4M 70k 91.90
2020-09-30 $5.0M 71k 70.23
2020-06-30 $4.9M 71k 68.29
2020-03-31 $3.8M 68k 56.11
2019-12-31 $5.6M 66k 83.84

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

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