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iShares S&P SmallCap 600 Index shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 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 Fi3 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 291k 108.25
2023-09-30 $27M 283k 94.33
2023-06-30 $27M 271k 99.65
2023-03-31 $19M 198k 96.70
2022-12-31 $18M 186k 94.64
2022-09-30 $12M 141k 87.19
2022-06-30 $12M 125k 92.09
2022-03-31 $14M 132k 107.88
2021-12-31 $15M 132k 114.51
2021-09-30 $14M 124k 109.19
2021-06-30 $14M 123k 110.57
2021-03-31 $10M 95k 108.54

More positions owned by Fi3 FINANCIAL ADVISORS

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hillenbrand (HI)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Fi3 FINANCIAL ADVISORS

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