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iShares S&P SmallCap 600 Index shares owned by Granite Bay Wealth Management

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

Historical chart of Granite Bay 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 Granite Bay 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 Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 69k 110.51
2023-12-31 $11M 103k 104.83
2023-09-30 $3.0M 31k 99.90

More positions owned by Granite Bay Wealth Management

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
John Hancock Exchange Traded Corporate Bd (JHCB)
John Hancock Exchange Traded Preferred Income (JHPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci India Etf (INDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pepsi (PEP)

View all positions for Granite Bay Wealth Management

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