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iShares S&P SmallCap 600 Index shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $775k 6.5k 118.82
2025-06-30 $704k 6.4k 109.28
2025-03-31 $681k 6.5k 104.58
2024-12-31 $779k 6.8k 115.21
2024-09-30 $1.5M 13k 116.97
2024-06-30 $1.3M 12k 106.62
2024-03-31 $4.0M 9.2k 436.09
2023-12-31 $1.1M 10k 108.25
2023-09-30 $1.3M 14k 94.31
2023-06-30 $1.3M 13k 99.66
2023-03-31 $1.2M 13k 96.70
2022-12-31 $1.4M 15k 94.64
2022-09-30 $1.5M 17k 87.14
2022-06-30 $1.3M 14k 92.37
2022-03-31 $1.4M 13k 107.82
2021-12-31 $1.8M 16k 114.48
2021-09-30 $1.8M 17k 109.20
2021-06-30 $2.1M 18k 112.99
2021-03-31 $1.8M 17k 108.55
2020-12-31 $1.4M 16k 91.87
2020-09-30 $1.3M 18k 70.24
2020-06-30 $1.2M 18k 68.27
2020-03-31 $884k 16k 56.14
2019-12-31 $1.4M 17k 83.87
2019-09-30 $1.1M 14k 77.84
2019-06-30 $833k 11k 78.24
2019-03-31 $585k 7.6k 77.12
2018-12-31 $599k 8.6k 69.27
2018-09-30 $835k 9.6k 87.23
2018-06-30 $708k 8.5k 83.49
2018-03-31 $2.4M 31k 77.02
2017-12-31 $2.2M 29k 76.82
2017-09-30 $2.2M 29k 74.23
2017-06-30 $2.3M 32k 70.10
2017-03-31 $2.1M 31k 69.16
2016-12-31 $1.4M 10k 137.52
2016-09-30 $566k 4.6k 124.20
2016-06-30 $633k 5.5k 116.15
2016-03-31 $1.2M 11k 112.60
2015-12-31 $2.7M 25k 110.13
2015-09-30 $2.5M 24k 106.57
2015-06-30 $2.7M 23k 117.89
2015-03-31 $2.7M 23k 118.01
2014-12-31 $2.4M 21k 114.06
2014-09-30 $2.1M 20k 104.28
2014-06-30 $2.1M 19k 112.11
2014-03-31 $2.0M 18k 110.16
2013-12-31 $2.2M 20k 109.14
2013-09-30 $1.7M 17k 100.96
2013-06-30 $1.0M 11k 90.30
2013-03-31 $874k 10k 86.13
2012-12-31 $423k 5.4k 78.07
2012-09-30 $509k 6.7k 75.56
2012-06-30 $444k 6.1k 73.22
2012-03-31 $1.8M 24k 77.22
2011-12-31 $1.3M 19k 68.30
2011-09-30 $875k 58k 14.97
2011-06-30 $24M 1.7M 13.64
2011-03-31 $54M 4.0M 13.56

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index