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iShares S&P SmallCap 600 Index shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 37k 116.96
2024-06-30 $3.6M 34k 106.66
2024-03-31 $2.9M 27k 110.52
2023-12-31 $2.2M 20k 108.25

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index