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iShares S&P SmallCap 600 Index shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $603k 5.5k 110.52
2023-12-31 $585k 5.4k 108.25
2023-09-30 $579k 6.1k 94.33
2023-06-30 $858k 8.6k 99.65
2023-03-31 $896k 9.3k 96.70
2022-12-31 $1.2M 13k 94.64
2022-09-30 $1.1M 13k 87.12
2022-06-30 $845k 9.1k 92.50
2022-03-31 $1.8M 17k 107.94
2021-12-31 $2.5M 22k 114.47

More positions owned by W Advisors

Merck & Co (MRK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Msci Leadr (SUSL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Grwth Etf (EFG)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

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

View all funds holding iShares S&P SmallCap 600 Index