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iShares S&P SmallCap 600 Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 70k 116.96
2024-06-30 $7.2M 68k 106.66
2024-03-31 $7.2M 65k 110.52
2023-12-31 $7.0M 65k 108.25
2023-09-30 $6.3M 67k 94.33
2023-06-30 $9.8M 98k 99.65
2023-03-31 $9.2M 95k 96.70
2022-12-31 $8.4M 89k 94.64
2022-09-30 $7.3M 84k 87.19
2022-06-30 $7.1M 77k 92.42
2022-03-31 $7.6M 70k 107.88
2021-12-31 $8.0M 70k 114.51
2021-09-30 $7.1M 65k 109.19
2021-06-30 $5.6M 50k 112.98
2021-03-31 $4.2M 38k 108.54
2020-12-31 $3.5M 38k 91.90
2020-09-30 $2.7M 38k 70.23
2020-06-30 $2.2M 32k 68.28
2020-03-31 $1.3M 24k 56.11
2019-12-31 $1.4M 17k 83.85
2019-09-30 $1.1M 15k 77.85
2019-06-30 $891k 11k 77.92
2019-03-31 $352k 4.6k 77.19
2018-12-31 $317k 4.6k 69.38
2018-09-30 $384k 4.4k 87.35
2018-06-30 $238k 2.8k 83.57
2018-03-31 $706k 9.4k 75.27
2017-12-31 $693k 8.9k 78.01
2017-09-30 $561k 7.5k 74.81
2017-06-30 $473k 6.8k 69.74
2017-03-31 $460k 6.8k 67.24
2016-12-31 $315k 4.6k 67.96

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

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