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iShares S&P SmallCap 600 Index shares owned by Sebold Capital Management

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

Historical chart of Sebold Capital Management 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 Sebold Capital Management 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 Sebold Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 32k 116.96
2024-06-30 $3.4M 32k 106.66
2024-03-31 $4.0M 36k 110.52
2023-12-31 $4.1M 38k 108.25
2023-09-30 $4.7M 49k 94.33
2023-06-30 $5.3M 53k 99.65
2023-03-31 $5.7M 58k 96.70
2022-12-31 $6.3M 66k 94.64

More positions owned by Sebold Capital Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us S (FNDA)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Sebold Capital Management

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