Vantage Financial Partners »

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

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

Historical chart of Vantage 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 Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $16M 151k 106.66
2024-03-31 $16M 145k 110.52
2023-09-30 $3.2M 34k 94.33
2023-06-30 $3.1M 31k 99.65
2023-03-31 $3.5M 37k 96.70
2022-12-31 $3.7M 39k 94.64
2022-09-30 $3.6M 41k 87.18
2022-06-30 $1.1M 12k 92.45
2022-03-31 $1.2M 12k 107.88
2021-12-31 $1.4M 12k 114.52
2021-09-30 $813k 7.5k 109.13
2021-06-30 $802k 7.1k 112.96
2021-03-31 $760k 7.0k 108.57
2020-12-31 $574k 6.3k 91.84
2020-09-30 $418k 6.0k 70.23
2020-06-30 $379k 5.6k 68.29

More positions owned by Vantage Financial Partners

Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Dimensional Etf Trust Intl Core Eqt Mk Equities (DFAI)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Total Us Stock Market Etf Equities (ITOT)
Capital Group Growth Etf Shares Creation Unit Equities (CGGR)
Ishares Core S&p Small-cap E Equities (IJR)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Wisdomtree Tr Us Quality Divid Growth Equities (DGRW)
American Centy Etf Tr Avantis Emgmkt Equities (AVEM)
Capital Group Core Equity Etf Shs Creation Uni Equities (CGUS)
J P Morgan Exchange Traded Fd Intrnl Res Eqt Equities (JIRE)
Pimco Etf Tr Active Bd Etf Equities (BOND)
Ishares Tr Cre U S Reit Etf Equities (USRT)
American Centy Etf Tr Avantis Us Small Cap Value Equities (AVUV)
Ishares Msci Eafe Etf Equities (EFA)

View all positions for Vantage Financial Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index