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iShares S&P SmallCap 600 Index shares owned by Ruggaard & Associates

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

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates 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 Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $559k 5.2k 106.66
2024-03-31 $606k 5.5k 110.52
2023-12-31 $594k 5.5k 108.25
2023-09-30 $541k 5.7k 94.33

More positions owned by Ruggaard & Associates

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Quality Grow (QGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Ruggaard & Associates

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
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index