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

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

Historical chart of Golden State 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 Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $5.3M 49k 107.88
2021-12-31 $3.7M 32k 114.51
2021-09-30 $3.0M 27k 109.18
2021-06-30 $3.1M 28k 112.97
2021-03-31 $2.9M 26k 108.52
2020-12-31 $2.5M 27k 91.91
2020-09-30 $2.9M 41k 70.23
2020-06-30 $1.5M 22k 68.28
2020-03-31 $2.2M 40k 56.11
2019-09-30 $2.8M 36k 77.84
2019-06-30 $2.8M 36k 78.28
2019-03-31 $2.9M 38k 77.16

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

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