Fiduciary Planning »

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

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

Historical chart of Fiduciary Planning 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 Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 2.5k 116.96
2024-06-30 $219k 2.1k 106.66
2024-03-31 $227k 2.1k 110.52
2021-03-31 $131k 1.2k 108.18
2020-12-31 $111k 1.2k 91.89
2020-09-30 $85k 1.2k 70.54

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Select Sector Spdr Tr Technology (XLK)
Tidal Tr Ii Clockwise Core E (TIME)
Ishares Tr S&p 100 Etf (OEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Fidelity Covington Trust Fundamental Larg (FFLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index