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iShares S&P SmallCap 600 Index shares owned by RTD Financial Advisors

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

Historical chart of RTD Financial Advisors 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 RTD Financial Advisors 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 272k 116.96
2024-06-30 $28M 266k 106.66
2024-03-31 $28M 256k 110.52
2023-12-31 $28M 255k 108.25
2023-09-30 $24M 255k 94.33
2023-06-30 $26M 256k 99.65
2023-03-31 $23M 242k 96.70
2022-12-31 $23M 243k 94.64
2022-09-30 $21M 244k 87.19
2022-06-30 $24M 254k 92.41
2022-03-31 $28M 258k 107.88
2021-12-31 $28M 248k 114.51

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for RTD Financial Advisors

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