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iShares S&P SmallCap 600 Index shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 533k 116.96
2024-06-30 $57M 533k 106.66
2024-03-31 $61M 550k 110.52
2023-12-31 $53M 493k 108.25
2023-09-30 $47M 497k 94.33
2023-06-30 $47M 475k 99.65
2023-03-31 $39M 406k 96.70
2022-12-31 $40M 422k 94.64
2022-09-30 $36M 413k 87.19
2022-06-30 $38M 416k 92.41
2022-03-31 $40M 372k 107.88
2021-12-31 $40M 348k 114.51
2021-09-30 $36M 329k 109.19
2021-06-30 $36M 321k 112.98
2021-03-31 $33M 303k 108.53
2020-12-31 $27M 291k 91.90
2020-09-30 $20M 284k 70.23
2020-06-30 $20M 298k 68.29
2020-03-31 $17M 311k 56.11
2019-12-31 $26M 315k 83.85
2019-09-30 $25M 318k 77.84
2019-06-30 $25M 317k 78.28
2019-03-31 $25M 321k 77.15
2018-12-31 $22M 321k 69.32
2018-09-30 $27M 312k 87.24
2018-06-30 $25M 296k 83.46
2018-03-31 $21M 277k 77.01
2017-12-31 $18M 228k 76.81
2017-09-30 $17M 230k 74.22
2017-06-30 $16M 228k 70.11
2017-03-31 $15M 220k 69.16
2016-12-31 $13M 93k 137.52
2016-09-30 $7.1M 57k 124.14
2016-06-30 $4.3M 37k 116.20
2016-03-31 $1.0M 9.2k 112.61
2015-12-31 $1.6M 14k 110.14
2015-09-30 $3.3M 31k 106.59
2015-06-30 $1.4M 12k 117.87
2015-03-31 $1.8M 15k 118.21
2014-12-31 $756k 6.6k 114.06

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index