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iShares S&P SmallCap 600 Index shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance 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 Fiduciary Alliance 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 Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 111k 116.96
2024-06-30 $10M 98k 106.39
2024-03-31 $9.6M 88k 109.39
2023-12-31 $8.6M 80k 108.25
2023-09-30 $7.4M 784k 9.43
2023-06-30 $7.5M 75k 99.65
2023-03-31 $6.9M 71k 96.70
2022-12-31 $6.5M 69k 94.64

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
JPMorgan Chase Stock (JPM)
Berkshire Hathaway CL B Stock (BRK.B)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Conocophillips Stock (COP)
SPDR S&P World ex-US Etf (SPDW)
Home Depot Stock (HD)
iShares S&P Small Cap ETF Etf (IJR)
Johnson & Johnson Stock (JNJ)
Crown Castle Int. Reit (CCI)
Inspire International Etf Etf (WWJD)
Mondelez Intl Inc Cl A Stock (MDLZ)

View all positions for Fiduciary Alliance

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