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Long Run Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth 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 Long Run Wealth 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 Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$11M	95k	110.52
2023-12-31	$9.9M	92k	108.25
2023-09-30	$8.2M	87k	94.33
2023-06-30	$8.8M	88k	99.65
2023-03-31	$10M	105k	96.70
2022-12-31	$9.4M	99k	94.64
2022-09-30	$8.5M	97k	87.19
2022-06-30	$8.4M	91k	92.41
2022-03-31	$9.5M	88k	108.01
2021-12-31	$1.6M	14k	114.50

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Communication (XLC)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Select Sector Spdr Tr Financial (XLF)

First Tr Exchange-traded First Tr Enh New (FTSM)

Microsoft Corporation (MSFT)

View all positions for Long Run Wealth Advisors

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

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