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iShares S&P SmallCap 600 Index shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $622k 5.9k 105.83
2024-03-31 $657k 5.9k 110.52

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

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