LVZ Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by LVZ Advisors

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
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)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ 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