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iShares S&P SmallCap 600 Index shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment Advisors 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 LBMC Investment Advisors 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $18M 154k 115.22
2024-09-30 $18M 154k 116.96
2024-06-30 $16M 153k 106.66
2024-03-31 $17M 150k 110.52
2023-12-31 $16M 148k 108.25
2023-09-30 $13M 142k 91.52
2023-06-30 $13M 134k 99.65
2023-03-31 $13M 137k 96.70
2022-12-31 $13M 132k 94.64
2022-09-30 $12M 142k 87.19
2022-06-30 $12M 134k 92.41
2022-03-31 $10M 95k 107.88
2021-12-31 $11M 96k 114.52
2021-09-30 $10M 79k 131.70
2021-06-30 $11M 98k 112.98
2021-03-31 $11M 97k 108.53
2020-12-31 $8.9M 97k 91.90
2020-09-30 $6.7M 95k 70.22
2020-06-30 $5.8M 86k 68.29
2020-03-31 $3.4M 60k 56.10
2019-12-31 $5.1M 60k 83.85
2019-09-30 $4.7M 60k 77.85
2019-06-30 $5.2M 67k 78.29
2019-03-31 $4.9M 63k 77.16
2018-12-31 $4.2M 60k 69.32
2018-09-30 $1.2M 14k 87.26
2018-06-30 $1.2M 14k 83.50
2018-03-31 $1.1M 14k 76.98
2017-12-31 $1.1M 14k 76.78
2017-09-30 $1.1M 14k 74.19
2017-06-30 $853k 12k 70.09
2017-03-31 $842k 12k 69.19
2016-12-31 $764k 5.6k 137.56
2016-09-30 $690k 5.6k 124.23
2016-06-30 $634k 5.5k 116.24
2016-03-31 $565k 5.0k 112.50
2015-12-31 $652k 5.9k 110.15

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Vanguard High Dividend Yield ETF (VYM)
iShares S&P SmallCap 600 Index (IJR)
iShares Cohen & Steers Realty Maj. (ICF)
Apple (AAPL)
iShares S&P 500 Growth Index (IVW)
Vanguard S&p 500 Etf idx (VOO)
Hca Holdings (HCA)

View all positions for LBMC Investment Advisors

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