Midwest Financial Group »

iShares S&P SmallCap 600 Index shares owned by Midwest Financial Group

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

Historical chart of Midwest Financial Group 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 Midwest Financial Group 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 Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 27k 110.50
2023-12-31 $327k 3.0k 108.35
2023-09-30 $252k 2.7k 94.24
2023-06-30 $253k 2.5k 99.57
2023-03-31 $206k 2.1k 96.80

More positions owned by Midwest Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Advanced Micro Devices (AMD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Oneok (OKE)

View all positions for Midwest Financial Group

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