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iShares S&P SmallCap 600 Index shares owned by Triad Financial Advisors

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

Historical chart of Triad Financial 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 Triad Financial 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 Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $546k 5.8k 94.33
2023-06-30 $577k 5.8k 99.65
2023-03-31 $560k 5.8k 96.70
2022-12-31 $552k 5.8k 94.64
2022-09-30 $504k 5.8k 87.11
2022-06-30 $571k 6.2k 92.42
2022-03-31 $680k 6.3k 107.94
2021-12-31 $721k 6.3k 114.44

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial Advisors

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