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

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

Historical chart of Investment Advisory Group 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 Investment Advisory Group 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 104k 110.52
2023-12-31 $11M 100k 108.25
2023-09-30 $9.2M 98k 94.33
2023-06-30 $9.0M 91k 99.47
2023-03-31 $7.8M 81k 96.70
2022-12-31 $7.5M 79k 94.64
2022-09-30 $5.6M 64k 87.19
2022-06-30 $5.6M 61k 92.44
2022-03-31 $6.4M 59k 107.69
2021-12-31 $6.2M 58k 106.69

More positions owned by Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

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