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iShares S&P SmallCap 600 Index shares owned by FormulaFolio Investments

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

Historical chart of FormulaFolio Investments 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 FormulaFolio Investments 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 FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $11M 94k 112.98
2021-03-31 $11M 98k 109.76
2020-12-31 $84M 910k 91.90
2020-09-30 $66M 941k 70.23
2020-06-30 $51M 747k 68.29
2020-03-31 $35M 623k 56.11
2019-12-31 $84M 1.0M 83.85
2019-09-30 $71M 911k 77.84
2019-06-30 $70M 894k 78.28
2019-03-31 $66M 854k 77.15
2018-12-31 $76M 865k 87.24
2018-09-30 $76M 865k 87.24
2018-06-30 $70M 841k 83.46
2018-03-31 $62M 801k 77.01
2017-12-31 $53M 694k 76.81
2017-09-30 $48M 652k 74.22
2017-06-30 $33M 468k 70.11
2017-03-31 $28M 404k 69.16
2016-12-31 $18M 131k 137.52

More positions owned by FormulaFolio Investments

Northern Lights Fund Trust Iv Frmlafolios Tatl Etf Frmlafolios Tatl Etf
Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB)
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Trust 5-10 Year Investment Grade 5-10 Year Investment Grade (IGIB)
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW)
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM)
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM)
Northern Lights Fund Trust Iv Frmlaflio Tact Etf Frmlaflio Tact Etf
Ishares Trust Core Msci Total Etf Core Msci Total Etf (IXUS)
Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index