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iShares S&P SmallCap 600 Index shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial 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 Sweet Financial 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 15k 110.52
2023-12-31 $1.6M 15k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.5M 15k 99.65
2023-03-31 $2.7M 28k 96.70
2022-12-31 $2.2M 23k 94.64
2022-09-30 $1.3M 15k 87.22
2022-06-30 $903k 9.8k 92.45
2022-03-31 $1.1M 9.8k 107.91
2021-12-31 $1.1M 9.7k 114.46

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
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UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index