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iShares S&P SmallCap 600 Index shares owned by Harvest Group Wealth Management

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

Historical chart of Harvest Group 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 Harvest Group 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 Harvest Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.8M 39k 96.70
2022-12-31 $2.6M 27k 94.64
2022-09-30 $2.5M 27k 92.24
2022-06-30 $2.8M 28k 100.78
2022-03-31 $2.8M 26k 107.88
2020-03-31 $2.0k 47 42.55
2019-12-31 $3.0k 47 63.83
2019-09-30 $4.0k 47 85.11
2019-06-30 $6.0k 84 71.43

More positions owned by Harvest Group Wealth Management

SPDR S&P 500 Value ETF Etf (SPYV)
Schwab Short-term Us Treasury Etf Etf (SCHO)
iShares International ETF Etf (IXUS)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
SPDR Emerging Markets ETF Etf (SPEM)
First Trust Low Duration Opportunities Etf Etf (LMBS)
SPDR Small Cap Value ETF Etf (SPSM)
iShares MBS ETF Etf (MBB)
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)
Pimco Active Bond ETF Etf (BOND)
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)
Vanguard Mid Cap Value ETF Etf (VOE)
VanEck Fallen Angel High Yield ETF Etf (ANGL)
iShares S&P 500 Growth ETF Etf (IVW)

View all positions for Harvest Group 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