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iShares S&P SmallCap 600 Index shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors 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 Strata Wealth Advisors 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $309k 2.6k 120.18
2025-09-30 $349k 2.9k 118.83

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks Com Shs (ANET)
Microsoft Corporation (MSFT)
American Express Company (AXP)

View all positions for Strata Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index