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iShares S&P SmallCap 600 Index shares owned by Performa

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

Historical chart of Performa 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 Performa 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 Performa

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 36k 106.66
2024-03-31 $4.0M 36k 110.52
2023-12-31 $3.9M 36k 108.25
2023-09-30 $3.4M 36k 94.33
2023-06-30 $3.6M 36k 99.65
2023-03-31 $3.4M 35k 96.70
2022-12-31 $2.6M 27k 94.64
2022-09-30 $1.9M 22k 87.19
2022-06-30 $1.4M 15k 92.38
2022-03-31 $795k 6.9k 114.55
2021-12-31 $795k 6.9k 114.55
2021-09-30 $506k 4.6k 109.10
2021-06-30 $382k 3.4k 113.08

More positions owned by Performa

SPDR S&P 500 ETF Trust Etf (SPY)
Vanguard Index Funds - Vanguard S&P 500 ETF Etf (VOO)
Vanguard Index Funds - Vanguard Mid-Cap ETF Etf (VO)
DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)
iShares Trust - iShares Russell 2000 Value ETF Etf (IWN)
Vanguard Index Funds - Vanguard Small-Cap Value ETF Etf (VBR)
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF Etf (ANGL)
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF Etf (VEU)
Vanguard Index Funds - Vanguard Small-Cap Growth ETF Etf (VBK)
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Trust - iShares MSCI USA Quality Factor ETF Etf (QUAL)
iShares Trust - iShares Core S&P Small-Cap ETF Etf (IJR)
iShares, Inc. - iShares MSCI Japan ETF Etf (EWJ)
iShares Trust - iShares Select Dividend ETF Etf (DVY)
SPDR Series Trust - SPDR S&P Dividend ETF Etf (SDY)

View all positions for Performa

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
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index