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iShares S&P SmallCap 600 Index shares owned by Harwood Advisory

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

Historical chart of Harwood 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 Harwood 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 Harwood Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 11k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.7M 17k 100.60
2023-03-31 $1.5M 16k 95.86
2022-12-31 $3.1M 31k 101.41
2022-09-30 $2.1M 23k 91.73
2022-06-30 $4.9M 48k 101.01
2022-03-31 $6.0M 55k 107.88
2021-12-31 $6.3M 60k 106.29
2021-09-30 $8.3M 76k 109.19
2021-06-30 $8.1M 72k 112.97
2021-03-31 $2.8M 26k 108.52
2020-12-31 $4.3M 47k 91.88
2020-09-30 $1.3M 19k 70.22
2020-03-31 $13k 252 53.14

More positions owned by Harwood Advisory

Invesco Qqq Tr Unit Ser 1 (QQQ)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Indexiq Etf Tr Hedge Mlti Etf (QAI)

View all positions for Harwood 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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index