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

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

Historical chart of Flagship 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 Flagship 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $76k 635 120.18
2025-09-30 $76k 635 118.83
2025-06-30 $69k 635 109.29
2025-03-31 $66k 635 104.57
2024-12-31 $78k 673 115.22

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
BNY Mellon International Equity ETF Exchange Traded Fund (BKIE)
Vanguard Mega Cap ETF Exchange Traded Fund (MGC)

View all positions for Flagship Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index