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iShares S&P SmallCap 600 Index shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 97k 116.96
2024-06-30 $9.8M 92k 106.66
2024-03-31 $8.9M 86k 103.22
2023-12-31 $6.2M 57k 108.25

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

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