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iShares S&P SmallCap 600 Index shares owned by JDM Financial Group

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

Historical chart of JDM Financial 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 JDM Financial 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $76k 652 116.96
2024-03-31 $69k 626 110.59
2023-12-31 $88k 816 108.24
2023-09-30 $77k 814 94.37
2023-06-30 $81k 814 99.70
2023-03-31 $79k 813 96.75
2022-12-31 $26k 277 94.79

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for JDM Financial Group

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