Sterling Financial Planning »

iShares S&P SmallCap 600 Index shares owned by Sterling Financial Planning

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

Historical chart of Sterling Financial Planning 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 Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 13k 108.25
2023-09-30 $1.2M 13k 94.33
2023-06-30 $1.3M 13k 99.65
2023-03-31 $1.5M 15k 96.70
2022-12-31 $1.5M 16k 94.64
2022-09-30 $1.5M 18k 87.19
2022-06-30 $1.7M 18k 92.40
2022-03-31 $2.0M 18k 107.89
2021-12-31 $2.2M 19k 114.54
2021-09-30 $2.1M 20k 109.20
2021-06-30 $2.3M 20k 112.98
2021-03-31 $2.3M 21k 108.51
2020-12-31 $2.1M 23k 91.88

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

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