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

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

Historical chart of Fusion Family Wealth 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 Fusion Family Wealth 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 Fusion Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 166k 116.96
2024-06-30 $18M 165k 106.66
2024-03-31 $17M 157k 110.52
2023-12-31 $17M 156k 108.25
2023-09-30 $6.4M 68k 94.33
2023-06-30 $6.8M 68k 99.65
2023-03-31 $6.6M 68k 96.70
2022-12-31 $7.1M 75k 94.64
2022-09-30 $4.2M 39k 109.20
2022-06-30 $3.2M 34k 92.40
2022-03-31 $3.7M 34k 107.88
2021-12-31 $3.6M 32k 114.50
2021-09-30 $4.2M 39k 109.20
2021-06-30 $5.8M 51k 112.98
2021-03-31 $6.0M 55k 108.52
2020-12-31 $5.1M 56k 91.90
2020-09-30 $4.0M 57k 70.23
2020-06-30 $4.3M 62k 68.29
2020-03-31 $1.8M 32k 56.11
2019-12-31 $2.9M 35k 83.85
2019-09-30 $1.4M 18k 77.87
2019-06-30 $1.7M 22k 78.26
2019-03-31 $1.5M 20k 77.16
2018-12-31 $2.3M 33k 69.31
2018-09-30 $362k 4.1k 87.31
2018-06-30 $405k 4.9k 83.49
2018-03-31 $357k 4.6k 77.04
2017-12-31 $450k 5.9k 76.79
2017-09-30 $478k 6.4k 74.20
2017-06-30 $577k 8.2k 70.06
2017-03-31 $565k 8.2k 69.13
2016-12-31 $935k 6.8k 136.80

More positions owned by Fusion Family Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Fusion Family Wealth

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