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iShares S&P SmallCap 600 Index shares owned by Roth Financial Partners

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

Historical chart of Roth Financial Partners 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 Roth Financial Partners 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 Roth Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 182k 110.51
2023-12-31 $18M 168k 108.29
2023-09-30 $16M 165k 94.35
2023-06-30 $16M 161k 99.65
2023-03-31 $15M 158k 96.65
2022-12-31 $15M 155k 94.66
2022-09-30 $13M 154k 87.21
2022-06-30 $13M 141k 92.41
2022-03-31 $15M 137k 107.89
2021-12-31 $16M 136k 114.51
2021-09-30 $15M 135k 109.20
2021-06-30 $15M 137k 112.98
2021-03-31 $16M 145k 108.53
2020-12-31 $16M 178k 91.90

More positions owned by Roth Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Apa Corporation (APA)

View all positions for Roth Financial Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
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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