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iShares S&P SmallCap 600 Index shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship 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 Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 45k 116.96
2024-06-30 $4.6M 43k 106.66
2024-03-31 $4.7M 43k 110.52
2023-12-31 $4.5M 41k 108.25
2023-09-30 $3.6M 39k 94.33
2023-06-30 $3.8M 39k 99.65
2023-03-31 $3.7M 38k 96.70
2022-12-31 $3.5M 37k 94.64

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Fundamental Us S (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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