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iShares S&P SmallCap 600 Index shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 65k 110.52
2023-12-31 $6.9M 64k 108.25
2023-09-30 $6.1M 64k 94.33
2023-06-30 $6.2M 62k 99.65
2023-03-31 $5.9M 61k 96.70
2022-12-31 $5.7M 61k 94.64
2022-09-30 $5.4M 62k 87.19
2022-06-30 $5.8M 63k 92.42
2022-03-31 $6.7M 62k 107.87
2021-12-31 $7.0M 61k 114.50
2021-09-30 $6.7M 62k 109.19
2021-06-30 $6.8M 61k 112.99
2021-03-31 $6.9M 63k 108.54
2020-12-31 $6.3M 68k 91.90
2020-09-30 $4.8M 68k 70.23
2020-06-30 $4.7M 69k 68.29
2020-03-31 $3.7M 67k 56.11
2019-12-31 $4.3M 52k 83.84
2019-09-30 $4.0M 51k 77.83
2019-06-30 $3.9M 50k 78.27
2019-03-31 $3.9M 50k 77.14
2018-12-31 $2.9M 42k 69.33

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

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