Phillips Financial Management »

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

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

Historical chart of Phillips 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 Phillips 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 91k 110.52
2023-12-31 $11M 104k 108.25
2023-09-30 $9.9M 105k 94.33
2023-06-30 $11M 110k 99.65
2023-03-31 $11M 113k 96.70
2022-12-31 $11M 114k 94.64
2022-09-30 $12M 133k 87.19
2022-06-30 $13M 136k 92.41
2022-03-31 $19M 172k 107.88
2021-12-31 $19M 163k 114.51
2021-09-30 $18M 167k 109.19
2021-06-30 $16M 145k 112.98
2021-03-31 $15M 138k 108.53
2020-12-31 $13M 139k 91.90
2020-09-30 $9.5M 136k 70.23
2020-06-30 $9.3M 136k 68.29
2020-03-31 $6.0M 116k 52.19
2019-12-31 $8.5M 102k 83.85
2019-09-30 $6.6M 84k 77.84
2019-06-30 $5.6M 71k 78.44
2019-03-31 $4.4M 56k 78.10
2018-12-31 $2.6M 38k 69.31
2018-09-30 $1.3M 15k 85.96
2018-06-30 $1.1M 13k 84.37
2018-03-31 $1.0M 13k 76.77
2017-12-31 $1.0M 13k 77.83
2017-09-30 $982k 13k 74.26
2017-06-30 $951k 13k 71.91
2017-03-31 $889k 13k 66.87
2012-06-30 $738k 10k 73.15
2012-03-31 $775k 10k 76.59
2011-09-30 $663k 11k 58.52
2011-06-30 $11M 143k 74.99
2011-03-31 $796k 11k 73.54

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips 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