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iShares S&P SmallCap 600 Index shares owned by New World Advisors

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

Historical chart of New World 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 New World 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 New World Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 2.0k 116.98
2024-06-30 $208k 2.0k 106.68
2024-03-31 $209k 1.9k 110.51
2019-03-31 $2.0k 23 86.96

More positions owned by New World Advisors

TJX Companies (TJX)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ark Etf Tr Innovation Etf (ARKK)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for New World Advisors

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