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iShares S&P SmallCap 600 Index shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth 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 VERITY Wealth 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 VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 1.6k 124.31
2023-12-31 $224k 2.1k 108.25
2023-06-30 $207k 2.1k 99.65
2023-03-31 $200k 2.1k 96.70
2022-12-31 $208k 2.2k 94.64
2022-09-30 $202k 2.3k 87.29
2022-03-31 $261k 2.4k 107.94
2021-12-31 $283k 2.5k 114.34
2021-09-30 $270k 2.5k 109.14
2021-06-30 $280k 2.5k 113.18
2021-03-31 $252k 2.3k 108.43
2020-12-31 $213k 2.3k 91.81

More positions owned by VERITY Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse All-world Ex-us Etf (VEU)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Acwi Ex Us Etf (ACWX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Schwab International Equity Etf Etf (SCHF)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Reit Index Etf Etf (VNQ)
Johnson & Johnson Stock (JNJ)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vanguard Short-term Treasury Etf Etf (VGSH)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for VERITY Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index