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iShares S&P SmallCap 600 Index shares owned by Strategic Financial

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

Historical chart of Strategic 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 Strategic 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 11k 108.25
2023-09-30 $975k 10k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1000k 10k 96.70
2022-12-31 $958k 10k 94.64
2022-09-30 $906k 10k 87.23
2022-06-30 $976k 11k 92.45
2022-03-31 $1.2M 11k 107.86
2021-12-31 $1.2M 11k 114.53
2021-09-30 $1.1M 10k 109.19
2021-06-30 $1.1M 9.3k 113.01
2021-03-31 $1.0M 9.4k 108.50
2020-12-31 $890k 9.7k 91.86
2020-09-30 $731k 10k 70.22
2020-06-30 $765k 11k 68.29
2020-03-31 $727k 13k 56.14
2019-12-31 $1.1M 13k 83.87
2019-09-30 $744k 9.6k 77.85
2019-06-30 $695k 8.9k 78.29
2019-03-31 $604k 7.8k 77.16
2018-12-31 $564k 8.1k 69.28
2018-09-30 $280k 3.2k 87.31

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index