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iShares S&P SmallCap 600 Index shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.1M 41k 99.65
2023-03-31 $9.7M 100k 96.70
2022-12-31 $6.9M 69k 99.39
2022-09-30 $6.4M 71k 89.45
2022-06-30 $6.8M 74k 92.42
2022-03-31 $8.1M 77k 104.84
2021-12-31 $9.1M 80k 114.51
2021-09-30 $17M 152k 112.14
2021-06-30 $22M 190k 113.69
2021-03-31 $32M 290k 109.51
2020-12-31 $31M 315k 97.72
2020-09-30 $9.2M 126k 73.53
2020-06-30 $13M 194k 67.31
2020-03-31 $8.8M 157k 56.11
2019-12-31 $29M 334k 85.52
2019-09-30 $12M 165k 75.55
2019-06-30 $21M 271k 78.44
2019-03-31 $21M 273k 78.10
2018-12-31 $21M 303k 69.32
2018-09-30 $26M 300k 87.24
2018-06-30 $12M 150k 77.01
2018-03-31 $12M 151k 77.01
2017-12-31 $13M 165k 76.81
2017-09-30 $12M 156k 74.22
2017-06-30 $8.7M 124k 70.11
2017-03-31 $8.5M 123k 69.16
2016-12-31 $8.7M 63k 137.53
2016-09-30 $8.0M 65k 124.15
2016-06-30 $7.8M 67k 116.21
2016-03-31 $7.6M 67k 112.57
2014-03-31 $8.0k 75 106.67
2013-12-31 $8.0k 75 106.67
2013-09-30 $7.5k 75 99.80
2013-06-30 $6.8k 75 90.31

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

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
First Command Advisory Services
Raymond James & Associates
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