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iShares S&P SmallCap 600 Index shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $420k 3.6k 115.22
2024-09-30 $382k 3.3k 116.96
2024-06-30 $337k 3.2k 106.66
2024-03-31 $424k 3.8k 110.52
2023-12-31 $485k 4.5k 108.25
2023-09-30 $317k 3.4k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.2M 13k 96.70
2022-12-31 $1.9M 20k 94.64
2022-09-30 $1.3M 15k 87.17
2022-06-30 $1.4M 15k 92.39
2022-03-31 $1.4M 13k 107.91
2021-12-31 $1.5M 13k 114.49
2021-09-30 $1.4M 12k 109.16
2021-06-30 $1.2M 11k 111.66
2021-03-31 $1.1M 11k 108.15
2020-12-31 $1.4M 16k 91.91
2020-09-30 $1.1M 16k 70.25
2020-06-30 $1.0M 15k 68.31
2020-03-31 $815k 15k 56.08
2019-12-31 $941k 11k 83.82
2019-09-30 $816k 11k 77.88
2019-06-30 $1.0M 13k 78.25
2019-03-31 $1.3M 17k 77.15
2018-12-31 $1.3M 18k 69.33
2018-09-30 $234k 2.7k 87.38
2018-06-30 $256k 3.1k 83.31
2018-03-31 $278k 3.6k 77.03
2017-12-31 $299k 3.9k 76.77
2017-09-30 $274k 3.7k 74.27
2017-06-30 $234k 3.3k 70.00
2017-03-31 $234k 3.4k 69.25

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Juncture Wealth Strategies

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index