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iShares S&P SmallCap 600 Index shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 8.8k 118.14
2024-06-30 $928k 8.8k 105.54
2024-03-31 $968k 8.8k 110.40
2023-09-30 $1.1M 13k 91.72
2023-06-30 $1.2M 12k 103.25
2023-03-31 $1.1M 11k 97.77

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

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