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iShares S&P SmallCap 600 Index shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $42M 389k 108.25
2023-09-30 $46M 490k 94.33
2023-06-30 $49M 491k 99.65
2023-03-31 $48M 496k 96.70
2022-12-31 $47M 497k 94.64
2022-09-30 $43M 489k 87.19
2022-06-30 $45M 489k 92.41
2021-12-31 $56M 489k 114.51

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Pepsi (PEP)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

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