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iShares S&P SmallCap 600 Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 258k 116.96
2024-06-30 $24M 228k 106.66
2024-03-31 $24M 217k 110.52
2023-12-31 $22M 204k 108.25
2023-09-30 $18M 187k 94.33
2023-06-30 $16M 163k 99.65
2023-03-31 $15M 157k 96.70
2022-12-31 $14M 150k 94.64
2022-09-30 $11M 127k 87.19
2022-06-30 $9.6M 104k 92.41
2022-03-31 $3.1M 28k 107.89
2021-12-31 $2.2M 20k 114.53
2021-09-30 $2.1M 19k 109.17
2021-06-30 $2.4M 22k 112.97
2021-03-31 $1.9M 18k 108.53
2020-12-31 $1.7M 18k 91.92
2020-09-30 $1.2M 17k 70.23
2020-06-30 $1.4M 20k 68.31
2020-03-31 $906k 16k 56.13
2019-12-31 $1.4M 17k 83.87
2019-09-30 $1.1M 14k 77.84
2019-06-30 $1.1M 15k 78.26
2019-03-31 $935k 12k 77.13
2018-12-31 $829k 12k 69.34
2018-09-30 $1.3M 15k 87.27
2018-06-30 $960k 12k 83.42
2018-03-31 $509k 6.6k 77.03
2017-12-31 $477k 6.2k 76.87
2017-09-30 $387k 5.2k 74.28
2017-06-30 $9.0k 130 69.23
2017-03-31 $7.0k 96 72.92

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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