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iShares S&P SmallCap 600 Index shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 19k 108.25
2023-09-30 $1.2M 12k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $2.2M 23k 96.70
2022-12-31 $4.4M 46k 94.64
2022-09-30 $4.3M 49k 87.19
2022-03-31 $4.2M 39k 107.89
2021-12-31 $5.5M 48k 114.51
2021-09-30 $4.7M 43k 109.20
2021-06-30 $4.3M 38k 112.99
2021-03-31 $3.6M 33k 108.53
2020-12-31 $3.4M 34k 99.31

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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

View all funds holding iShares S&P SmallCap 600 Index