MPS Loria Financial Planners »

iShares S&P SmallCap 600 Index shares owned by MPS Loria Financial Planners

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

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $32M 288k 110.52
2023-12-31 $32M 296k 108.25
2023-09-30 $28M 292k 94.38
2023-06-30 $28M 281k 99.65
2023-03-31 $27M 278k 96.70
2022-12-31 $20M 211k 94.64
2022-09-30 $16M 183k 87.19

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Tips Etf (SCHP)
UnitedHealth (UNH)
Progressive Corporation (PGR)
Ishares Tr Core Us Aggbd Et (AGG)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sherwin-Williams Company (SHW)
Ishares Tr Msci Eafe Etf (EFA)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

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