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iShares S&P SmallCap 600 Index shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge Wealth Management 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 Lionsbridge Wealth Management 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 Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 25k 110.52
2023-12-31 $3.0M 28k 108.25
2023-09-30 $2.2M 24k 94.33
2023-06-30 $3.2M 32k 99.65
2023-03-31 $2.2M 23k 96.70
2022-12-31 $1.5M 16k 94.64
2022-03-31 $2.4M 22k 107.89
2021-12-31 $2.7M 23k 114.47
2021-09-30 $2.6M 24k 109.16
2021-06-30 $3.7M 33k 112.95
2021-03-31 $3.6M 33k 108.51
2020-12-31 $3.0M 33k 91.90
2020-09-30 $1.4M 20k 70.18
2020-06-30 $1.3M 20k 68.29
2019-12-31 $8.0k 102 78.43

More positions owned by Lionsbridge Wealth Management

J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Eafe Etf (EFA)
Quanta Services (PWR)

View all positions for Lionsbridge Wealth Management

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