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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
2024-03-31 $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)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index