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iShares S&P SmallCap 600 Index shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 17k 116.96
2024-06-30 $1.8M 17k 106.66
2024-03-31 $1.9M 17k 110.52
2023-09-30 $1.8M 19k 94.33
2023-06-30 $6.0M 61k 99.65
2023-03-31 $5.9M 61k 96.70
2022-12-31 $6.0M 64k 94.64
2022-09-30 $3.6M 42k 87.18
2022-06-30 $4.0M 44k 92.41
2022-03-31 $4.3M 40k 107.88
2021-12-31 $1.8M 16k 114.52
2021-09-30 $1.6M 14k 109.21
2021-06-30 $1.6M 14k 113.00
2021-03-31 $1.5M 14k 108.49
2020-12-31 $1.4M 15k 91.87
2020-09-30 $1.1M 16k 70.24
2020-06-30 $881k 13k 68.29
2020-03-31 $1.2M 21k 56.09
2019-12-31 $1.6M 20k 83.85
2019-09-30 $1.6M 20k 77.85
2019-06-30 $1.7M 21k 78.28
2019-03-31 $1.6M 21k 77.14
2018-12-31 $2.5M 37k 69.32

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
DV (DV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

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