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iShares S&P SmallCap 600 Index shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial 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 VitalStone Financial 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $457k 3.9k 116.96
2024-06-30 $461k 4.3k 106.66
2024-03-31 $2.1M 19k 110.52
2023-12-31 $4.2M 39k 108.25
2023-09-30 $2.9M 32k 91.44
2023-06-30 $5.1k 51 100.00
2023-03-31 $3.0k 25 120.00
2022-12-31 $5.1k 51 100.00

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr Gold Shares Etf (GLD)
Vanguard S&p 500 Etf Etf (VOO)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

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