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iShares S&P SmallCap 600 Index shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Advocates Investment Management 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 Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 100k 126.39
2024-06-30 $8.9M 83k 106.66
2024-03-31 $7.6M 70k 108.24
2023-12-31 $7.2M 66k 109.28
2023-09-30 $6.6M 70k 93.43
2023-06-30 $7.0M 70k 99.65
2023-03-31 $6.6M 68k 96.70
2022-12-31 $5.6M 60k 94.64
2022-09-30 $4.7M 54k 87.19
2022-06-30 $2.9M 32k 92.42
2022-03-31 $4.9M 46k 107.87
2021-12-31 $5.7M 50k 114.51
2021-09-30 $4.1M 37k 109.17
2021-06-30 $3.7M 33k 112.96
2021-03-31 $5.1M 47k 108.52
2020-12-31 $3.1M 35k 89.94
2020-09-30 $2.4M 34k 70.22
2020-06-30 $1.8M 27k 68.52
2020-03-31 $1.9M 33k 56.12
2019-12-31 $4.1M 49k 83.86
2019-09-30 $4.0M 51k 77.85
2019-06-30 $4.0M 51k 78.28
2019-03-31 $4.4M 57k 77.16
2018-12-31 $3.0M 75k 39.95
2018-09-30 $7.9M 105k 75.25
2018-06-30 $6.9M 82k 84.16
2018-03-31 $4.4M 58k 77.02
2017-12-31 $3.0M 39k 76.78

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

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