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iShares S&P SmallCap 600 Index shares owned by Shelton Wealth Management

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

Historical chart of Shelton Wealth 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 Shelton Wealth 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.1M 44k 94.33
2023-06-30 $4.3M 43k 99.65
2023-03-31 $4.6M 48k 96.70
2022-12-31 $4.8M 51k 94.64
2022-09-30 $5.2M 60k 87.18
2022-06-30 $5.5M 60k 92.40
2022-03-31 $7.7M 72k 107.89
2021-12-31 $7.4M 65k 114.51

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vaneck Etf Trust Oil Services Etf (OIH)

View all positions for Shelton Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index