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iShares S&P SmallCap 600 Index shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors 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 Lake Street Advisors 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 149k 116.96
2024-06-30 $18M 171k 106.66
2023-12-31 $38M 350k 108.25
2023-09-30 $41M 430k 94.33
2023-06-30 $45M 446k 99.65
2023-03-31 $38M 391k 96.70
2022-12-31 $35M 371k 94.64
2022-09-30 $30M 342k 87.19
2022-06-30 $22M 240k 92.41
2022-03-31 $21M 195k 107.88
2021-12-31 $22M 192k 114.51
2021-09-30 $21M 191k 109.19
2021-06-30 $21M 192k 111.83
2021-03-31 $21M 191k 108.53
2020-12-31 $18M 191k 91.90
2020-09-30 $14M 193k 70.23
2020-06-30 $14M 199k 68.29
2020-03-31 $19M 332k 56.11
2019-12-31 $43M 513k 83.85
2019-09-30 $38M 505k 75.79
2019-06-30 $38M 489k 78.28
2019-03-31 $37M 480k 77.15
2018-12-31 $33M 472k 69.32
2018-09-30 $40M 457k 87.24
2018-06-30 $40M 476k 83.46
2018-03-31 $30M 386k 77.01
2017-12-31 $30M 388k 76.81

More positions owned by Lake Street Advisors Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Brookfield Infrast Partners Lp Int Unit (BIP)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Ishares Tr Core Msci Eafe (IEFA)
Brookfield Renewable Partner Partnership Unit (BEP)

View all positions for Lake Street Advisors 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