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iShares S&P SmallCap 600 Index shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 23k 115.22
2024-09-30 $2.5M 22k 116.97
2024-06-30 $2.1M 20k 106.66
2024-03-31 $2.1M 19k 110.52
2023-12-31 $2.0M 19k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.8M 19k 94.64

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Small Cap Etf Etf (IJR)
Eli Lilly & Co Stock (LLY)

View all positions for Olistico Wealth

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index