Morris Financial Concepts »

iShares S&P SmallCap 600 Index shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 116k 116.96
2024-06-30 $12M 111k 106.66
2024-03-31 $13M 114k 110.52
2023-12-31 $13M 118k 108.25
2023-09-30 $10M 107k 94.33
2023-06-30 $11M 106k 99.65
2023-03-31 $9.8M 102k 96.70
2022-12-31 $9.5M 101k 94.64
2022-09-30 $7.6M 87k 87.19
2022-06-30 $8.2M 89k 92.41
2022-03-31 $9.0M 83k 107.88
2021-12-31 $8.9M 78k 114.51

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index