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iShares S&P SmallCap 600 Index shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group 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 Partners Group 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 Partners Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 22k 108.25
2023-09-30 $1.9M 21k 90.48
2023-06-30 $2.1M 21k 103.37
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.7M 16k 104.97
2022-09-30 $1.2M 14k 87.16
2022-06-30 $1.0M 11k 92.44
2022-03-31 $1.2M 11k 107.86
2021-12-31 $1.1M 11k 106.29
2021-09-30 $905k 8.3k 109.23
2021-06-30 $590k 5.2k 112.98
2021-03-31 $486k 4.5k 108.60
2020-12-31 $529k 5.3k 99.96
2020-09-30 $292k 4.2k 70.14
2020-06-30 $276k 4.0k 68.25
2020-03-31 $223k 4.3k 52.09
2019-12-31 $10M 123k 83.10
2019-09-30 $9.6M 123k 77.84
2019-06-30 $10M 132k 78.28
2019-03-31 $14M 186k 77.15
2018-12-31 $12M 177k 69.32
2018-09-30 $9.8M 113k 87.24
2018-06-30 $8.2M 98k 83.46
2018-03-31 $6.6M 86k 77.00
2017-12-31 $6.0M 78k 76.81

More positions owned by Financial Partners Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)

View all positions for Financial Partners Group

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