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iShares S&P SmallCap 600 Index shares owned by LVZ Advisors

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

Historical chart of LVZ 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 LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 357k 116.96
2024-06-30 $37M 343k 106.66
2024-03-31 $40M 358k 110.52
2023-12-31 $75M 688k 108.25
2023-09-30 $63M 667k 94.33
2023-06-30 $71M 711k 99.65
2023-03-31 $66M 687k 96.70
2022-12-31 $66M 698k 94.64
2022-09-30 $61M 695k 87.19
2022-06-30 $63M 684k 92.41
2022-03-31 $77M 712k 107.88
2021-12-31 $75M 651k 114.51
2021-09-30 $74M 676k 109.19
2021-06-30 $73M 643k 112.98
2021-03-31 $69M 639k 108.53
2020-12-31 $67M 728k 91.90
2020-09-30 $42M 597k 70.23
2020-06-30 $42M 612k 68.29
2020-03-31 $34M 604k 56.11
2019-12-31 $54M 649k 83.85
2019-09-30 $47M 607k 77.84
2019-06-30 $36M 462k 78.28
2019-03-31 $37M 475k 77.15
2018-12-31 $14M 207k 69.32
2018-09-30 $17M 208k 81.84
2018-06-30 $17M 199k 83.46
2018-03-31 $5.5M 72k 77.01
2017-12-31 $5.5M 72k 76.81
2017-09-30 $5.2M 70k 74.22
2017-06-30 $4.6M 141k 32.87
2017-03-31 $2.3M 33k 69.17
2016-12-31 $2.5M 18k 137.53
2016-09-30 $2.1M 17k 124.15
2016-06-30 $1.9M 17k 116.20
2016-03-31 $1.8M 16k 112.56
2015-12-31 $3.8M 35k 110.10
2015-09-30 $3.4M 32k 106.58
2015-06-30 $7.5M 63k 118.08
2015-03-31 $7.3M 62k 118.03

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

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