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iShares S&P SmallCap 600 Index shares owned by Frontier Wealth Management

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

Historical chart of Frontier Wealth Management 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 Frontier Wealth Management 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 Frontier Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $4.5M 44k 104.18
2022-03-31 $4.5M 44k 104.18
2021-12-31 $5.1M 45k 114.51
2021-09-30 $4.9M 45k 109.18
2021-06-30 $5.1M 45k 112.98
2021-03-31 $4.9M 45k 108.52
2020-12-31 $3.4M 37k 91.89
2020-09-30 $2.6M 38k 70.24
2020-06-30 $2.6M 38k 68.29
2020-03-31 $2.2M 38k 56.10
2019-12-31 $2.6M 31k 83.86
2019-09-30 $3.0M 39k 77.83
2019-06-30 $3.5M 45k 78.29
2019-03-31 $3.0M 39k 77.15
2018-12-31 $2.7M 39k 69.31
2018-09-30 $2.1M 24k 87.22
2018-06-30 $2.1M 25k 83.46
2018-03-31 $2.0M 26k 77.02
2017-12-31 $2.2M 29k 76.80
2017-09-30 $2.3M 31k 74.21
2017-06-30 $2.2M 31k 70.12
2017-03-31 $2.2M 31k 69.15
2016-12-31 $1.7M 13k 137.51
2016-09-30 $913k 7.4k 124.08
2016-06-30 $855k 7.4k 116.20
2016-03-31 $839k 7.5k 112.56
2015-12-31 $822k 7.5k 110.08
2015-09-30 $791k 7.4k 106.56
2015-06-30 $875k 7.4k 117.94
2015-03-31 $724k 6.1k 118.03
2014-12-31 $686k 6.0k 113.99

More positions owned by Frontier Wealth Management

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Geopark Usd Shs (GPRK)
Devon Energy Corporation (DVN)
Procter & Gamble Company (PG)
Vanguard Index Fds Small Cp Etf (VB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Frontier Wealth Management

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