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iShares S&P SmallCap 600 Index shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 31k 108.25
2023-09-30 $3.3M 35k 94.33
2023-06-30 $3.5M 35k 99.65
2023-03-31 $3.6M 37k 96.70
2022-12-31 $6.3M 67k 94.64
2022-09-30 $11M 131k 87.19
2022-06-30 $12M 128k 92.41
2022-03-31 $13M 123k 107.88
2021-12-31 $14M 124k 114.51
2021-09-30 $15M 134k 109.19
2021-06-30 $15M 130k 112.98
2021-03-31 $14M 126k 108.53
2020-12-31 $11M 119k 91.90
2020-09-30 $6.1M 87k 70.23
2020-06-30 $5.1M 74k 68.29
2020-03-31 $2.3M 41k 56.10
2019-12-31 $2.2M 26k 83.84
2019-09-30 $1.9M 25k 77.83
2019-06-30 $1.8M 24k 78.30
2019-03-31 $1.9M 25k 77.15
2018-12-31 $1.7M 25k 69.31
2018-09-30 $2.1M 24k 87.26
2018-06-30 $2.0M 23k 83.46
2018-03-31 $1.8M 23k 77.02
2017-12-31 $1.7M 23k 76.79
2017-09-30 $1.7M 22k 74.20
2017-06-30 $1.5M 22k 70.11
2017-03-31 $1.6M 23k 69.17
2016-12-31 $1.1M 8.0k 137.53
2016-09-30 $933k 7.5k 124.12
2016-06-30 $597k 5.1k 116.31
2016-03-31 $448k 4.0k 112.51
2015-12-31 $562k 5.1k 110.09
2015-09-30 $253k 2.4k 106.71
2015-06-30 $279k 2.4k 117.67
2015-03-31 $280k 2.4k 118.09
2014-12-31 $270k 2.4k 113.88
2014-09-30 $247k 2.4k 104.18
2014-06-30 $222k 2.0k 112.06
2014-03-31 $223k 2.0k 109.91
2013-12-31 $313k 2.9k 109.29

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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