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iShares S&P SmallCap 600 Index shares owned by Goodwin Investment Advisory

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

Historical chart of Goodwin Investment 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 Goodwin Investment 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 Goodwin Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $594k 5.5k 108.26
2023-09-30 $949k 10k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.1M 11k 96.70
2022-12-31 $1.2M 13k 94.64
2022-09-30 $1.7M 20k 87.17
2022-06-30 $1.6M 18k 92.44
2022-03-31 $1.7M 17k 100.00
2021-12-31 $3.2M 16k 200.00
2021-09-30 $1.3M 11k 109.79
2021-06-30 $902k 8.0k 113.33
2021-03-31 $1.6M 8.1k 200.00
2020-12-31 $0 8.5k 0.00

More positions owned by Goodwin Investment Advisory

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Selective Insurance (SIGI)

View all positions for Goodwin Investment Advisory

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