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iShares S&P SmallCap 600 Index shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.6k 124.31
2021-12-31 $213k 1.9k 114.76
2021-09-30 $247k 2.3k 109.24
2021-06-30 $255k 2.3k 112.78
2021-03-31 $256k 2.4k 108.38
2020-12-31 $241k 2.6k 91.81

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Msci Sth Kor Etf (EWY)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (KBE)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Morris Retirement Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index