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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
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)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Patriot Financial Group Insurance Agency

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