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iShares S&P SmallCap 600 Index shares owned by John W. Brooker & Co., CPAs

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by John W. Brooker & Co., CPAs from 13F filings

Historical chart of John W. Brooker & Co., CPAs investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by John W. Brooker & Co., CPAs 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 John W. Brooker & Co., CPAs

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 114k 116.96
2024-06-30 $12M 112k 106.66
2024-03-31 $13M 114k 110.52
2023-12-31 $12M 113k 108.25
2023-09-30 $11M 115k 94.33
2023-06-30 $12M 117k 99.65
2023-03-31 $11M 116k 96.05
2022-12-31 $11M 117k 94.64
2022-09-30 $10M 117k 87.19
2022-06-30 $11M 118k 92.41
2022-03-31 $13M 117k 107.88
2021-12-31 $11M 94k 114.51
2021-09-30 $9.8M 90k 109.19
2021-06-30 $10M 88k 112.98
2021-03-31 $9.2M 85k 108.53
2020-12-31 $6.7M 72k 91.90
2020-09-30 $3.4M 49k 70.24
2020-06-30 $3.1M 46k 68.29
2020-03-31 $1.9M 34k 56.10
2019-12-31 $2.5M 30k 83.87

More positions owned by John W. Brooker & Co., CPAs

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Procter & Gamble Company (PG)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for John W. Brooker & Co., CPAs

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