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iShares S&P SmallCap 600 Index shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting 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 Stephens Consulting 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 Stephens Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $82k 737 110.52
2023-12-31 $69k 641 108.25
2023-09-30 $58k 618 94.33
2023-06-30 $65k 656 99.65
2023-03-31 $82k 846 96.70
2022-12-31 $64k 675 94.64
2022-09-30 $60k 693 87.19
2022-06-30 $67k 726 92.41
2022-03-31 $78k 726 107.88
2021-12-31 $73k 634 114.51

More positions owned by Stephens Consulting

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raymond James Financial (RJF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stephens Consulting

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