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iShares S&P SmallCap 600 Index shares owned by Stage Harbor Financial

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

Historical chart of Stage Harbor Financial 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 Stage Harbor Financial 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 Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $833k 7.8k 106.66

More positions owned by Stage Harbor Financial

Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Stage Harbor Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index