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

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

Historical chart of Modus 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 Modus 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 Modus Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $610k 5.3k 115.22
2024-09-30 $540k 4.6k 116.97
2024-06-30 $911k 8.5k 106.67
2024-03-31 $966k 8.7k 110.52
2023-12-31 $331k 3.1k 108.25

More positions owned by Modus Advisors

Ishares Gold Trust Etf (IAU)
Invesco Nasdaq 100 Etf Etf (QQQM)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Microsoft Corp Stock (MSFT)
Palo Alto Networks Stock (PANW)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Jpmorgan Chase & Co Stock (JPM)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)

View all positions for Modus 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