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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
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 Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Fusion Family Wealth

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