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iShares S&P SmallCap 600 Index shares owned by Francis Financial

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

Historical chart of Francis Financial 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 Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 124k 116.96
2024-06-30 $13M 119k 106.66
2024-03-31 $13M 118k 110.52
2023-12-31 $12M 113k 108.25
2023-09-30 $10M 109k 94.33
2023-06-30 $10M 102k 99.65
2023-03-31 $9.4M 97k 96.70
2022-12-31 $11M 116k 94.64
2022-09-30 $10M 115k 87.19
2022-06-30 $11M 117k 97.74

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

Top funds holding iShares S&P SmallCap 600 Index

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First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index