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iShares S&P SmallCap 600 Index shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial 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 Morling Financial 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $120k 1.1k 108.25
2023-09-30 $103k 1.1k 94.34
2023-06-30 $108k 1.1k 99.66
2023-03-31 $134k 1.4k 96.68
2022-12-31 $64k 678 94.70
2022-09-30 $60k 682 87.98
2022-06-30 $63k 679 92.78
2022-03-31 $74k 685 108.03
2021-12-31 $78k 684 114.04

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Coinbase Global Com Cl A (COIN)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Morling Financial 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