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iShares S&P SmallCap 600 Index shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 14k 116.96
2024-06-30 $1.4M 13k 106.66
2024-03-31 $1.3M 12k 110.52
2023-12-31 $1.2M 12k 108.25
2023-09-30 $940k 10k 94.33
2023-06-30 $994k 10k 99.65
2023-03-31 $1.0M 10k 96.70
2022-12-31 $1.0M 11k 94.64
2022-09-30 $884k 10k 87.19
2022-06-30 $970k 11k 92.41
2022-03-31 $1.0M 9.5k 107.87
2021-12-31 $1.0M 9.1k 114.50
2021-09-30 $988k 9.0k 109.18
2021-06-30 $1.0M 9.0k 113.03
2021-03-31 $1.0M 9.3k 108.48
2020-12-31 $927k 10k 91.87
2020-09-30 $784k 11k 70.24
2020-06-30 $764k 11k 68.25
2020-03-31 $454k 8.1k 56.15
2019-12-31 $694k 8.3k 83.82
2019-09-30 $642k 8.2k 77.86
2019-06-30 $643k 8.2k 78.23
2019-03-31 $641k 8.3k 77.12
2018-12-31 $500k 7.2k 69.32
2018-09-30 $673k 7.7k 87.26
2018-06-30 $652k 7.8k 83.49
2018-03-31 $657k 8.5k 76.97
2017-12-31 $648k 8.4k 76.81

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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