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iShares S&P SmallCap 600 Index shares owned by Global Assets Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Global Assets Advisory from 13F filings

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 1.6k 148.44
2024-03-31 $604k 66k 9.14

More positions owned by Global Assets Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Term High Etf (SJNK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)

View all positions for Global Assets Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index