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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
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

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

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