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iShares S&P SmallCap 600 Index shares owned by Northstar Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Northstar Advisory Group from 13F filings

Historical chart of Northstar Advisory Group 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 Northstar Advisory Group 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 Northstar Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 60k 108.25
2023-09-30 $1.7M 18k 94.33
2023-06-30 $610k 6.1k 99.66
2022-12-31 $8.0M 84k 94.64
2022-09-30 $5.4M 62k 87.19
2022-06-30 $5.5M 59k 92.41
2022-03-31 $3.8M 35k 107.89
2021-12-31 $307k 2.7k 114.51
2021-06-30 $304k 2.7k 112.89
2021-03-31 $2.3M 22k 108.55
2020-12-31 $2.7M 29k 91.90

More positions owned by Northstar Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northstar Advisory Group

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