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iShares S&P SmallCap 600 Index shares owned by Sanford Advisory Services

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

Historical chart of Sanford Advisory Services 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 Sanford Advisory Services 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 Sanford Advisory Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $2.4M 25k 94.64
2022-09-30 $2.6M 30k 87.20
2022-06-30 $2.8M 31k 92.41
2022-03-31 $3.3M 31k 107.89
2021-12-31 $3.4M 30k 114.50
2021-09-30 $3.0M 27k 109.19
2021-06-30 $2.9M 26k 112.97
2021-03-31 $2.6M 24k 108.55
2020-12-31 $1.4M 15k 91.92

More positions owned by Sanford Advisory Services

Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Stryker Corporation (SYK)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)
Ishares Tr Select Divid Etf Select Divid Etf (DVY)
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)

View all positions for Sanford Advisory Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index