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

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

Historical chart of Strategies 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 Strategies 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $910k 8.2k 110.53
2023-12-31 $1.2M 11k 108.25
2023-09-30 $1.1M 11k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.4M 14k 96.70
2022-12-31 $1.4M 15k 94.64
2022-06-30 $1.0M 11k 92.41
2022-03-31 $1.0M 9.5k 107.88
2021-12-31 $1.1M 9.5k 114.51

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index