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iShares S&P SmallCap 600 Index shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Synergies Wealth Advisors 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 Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 358 110.52
2023-12-31 $36k 379 94.64
2023-09-30 $36k 382 94.34
2023-06-30 $38k 381 99.66
2023-03-31 $37k 379 96.70
2022-12-31 $36k 379 94.64
2022-09-30 $11k 129 87.19
2022-06-30 $12k 129 92.41

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index