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

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

Historical chart of Walkner Condon 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 Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 45k 118.70
2025-06-30 $4.1M 37k 109.27
2025-03-31 $3.4M 32k 104.56
2024-12-31 $1.2M 11k 115.21
2024-09-30 $1.3M 11k 116.92
2024-06-30 $1.1M 11k 106.67
2024-03-31 $1.2M 11k 110.42
2023-12-31 $1.1M 11k 108.30
2023-09-30 $968k 10k 94.35
2023-06-30 $898k 9.0k 99.65
2023-03-31 $1.1M 12k 96.65
2022-12-31 $1.0M 11k 94.66
2022-09-30 $715k 8.2k 87.20
2022-06-30 $687k 7.4k 92.45
2022-03-31 $723k 6.7k 107.89
2021-12-31 $464k 4.1k 114.54
2021-09-30 $369k 3.4k 110.05
2021-06-30 $374k 3.3k 113.61
2021-03-31 $323k 3.0k 108.39
2020-12-31 $242k 2.6k 91.95

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index