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

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

Historical chart of LWS 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 LWS 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 85k 108.25
2023-09-30 $7.0M 74k 94.33
2023-06-30 $7.4M 74k 99.64
2023-03-31 $7.3M 75k 96.70
2022-12-31 $6.9M 73k 94.64
2022-09-30 $6.2M 71k 87.19
2022-06-30 $6.4M 69k 92.40
2022-03-31 $7.7M 72k 107.89
2021-12-31 $8.0M 70k 114.51
2021-09-30 $7.6M 70k 109.19
2021-06-30 $7.5M 67k 112.97
2021-03-31 $7.3M 68k 108.52
2020-12-31 $6.2M 68k 91.90
2020-09-30 $4.7M 67k 70.23
2020-06-30 $4.8M 70k 68.29
2020-03-31 $3.0M 54k 56.10
2019-12-31 $6.0M 71k 83.85

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth 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