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

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

Historical chart of FRG Family 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 FRG Family 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 FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 17k 108.25
2023-09-30 $1.6M 17k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.7M 18k 96.70
2022-12-31 $1.7M 18k 94.64
2022-09-30 $1.6M 18k 87.21
2022-06-30 $1.7M 19k 92.42
2022-03-31 $2.0M 19k 107.87
2021-12-31 $2.4M 21k 114.52
2021-09-30 $2.1M 19k 109.20
2021-06-30 $2.2M 20k 112.98
2021-03-31 $2.1M 19k 108.54
2020-12-31 $1.8M 19k 91.91
2020-09-30 $1.3M 19k 70.20
2020-06-30 $1.6M 23k 68.28
2020-03-31 $1.4M 25k 56.11
2019-12-31 $2.6M 31k 83.85
2019-09-30 $3.1M 40k 77.83
2019-06-30 $3.8M 49k 78.27
2019-03-31 $3.5M 45k 77.14
2018-12-31 $3.1M 44k 69.31
2018-09-30 $3.7M 42k 87.24
2018-06-30 $3.2M 38k 83.47
2018-03-31 $3.0M 38k 77.00
2017-12-31 $3.0M 39k 76.82
2017-09-30 $2.8M 38k 74.22
2017-06-30 $2.5M 35k 70.12
2017-03-31 $2.3M 33k 69.04
2016-12-31 $2.0M 15k 137.53
2016-09-30 $1.4M 11k 124.17
2016-06-30 $1.3M 11k 116.22
2016-03-31 $1.2M 11k 112.48
2015-12-31 $1.2M 11k 110.14

More positions owned by FRG Family Wealth Advisors

Microsoft Corporation (MSFT)
Boeing Company (BA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Apple (AAPL)
Applied Materials (AMAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)

View all positions for FRG Family Wealth Advisors

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