Strategic Financial Concepts »

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

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

Historical chart of Strategic Financial Concepts 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 Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 2.5k 116.95
2024-06-30 $373M 289k 1290.56
2024-03-31 $932k 8.4k 110.52
2023-12-31 $672k 6.2k 108.25
2023-09-30 $637k 6.7k 94.33
2023-06-30 $562k 5.6k 99.65
2023-03-31 $550k 5.7k 96.70

More positions owned by Strategic Financial Concepts

American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Strategic Financial Concepts

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