Wela Strategies »

iShares S&P SmallCap 600 Index shares owned by Wela Strategies

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

Historical chart of Wela Strategies investment in iShares S&P SmallCap 600 Index

23:59:59.999Jun 29, 201723:59:59.999500:00:00Jun 30, 201700:00:00.000500:00:00.0015.52067M5.5206705M5.520671M5.5206715M5.520672M78.742k78.7425k78.743k78.7435k78.744k
Value ($)Share countHistorical IJR position of Wela Strategies Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Wela Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wela Strategies

Quarter filed Position value Share count Share price at filing
2017-06-30 $5.5M 79k 70.11

More positions owned by Wela Strategies

iShares S&P 500 Index (IVV)
iShares MSCI EAFE Index Fund (EFA)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Short-term High Yield mf (SJNK)
Vanguard Short-Term Bond ETF (BSV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Bond Market ETF (BND)
Vanguard Emerging Markets ETF (VWO)
SPDR S&P Dividend (SDY)
Ubs Ag Jersey Brh Alerian Infrst
Technology SPDR (XLK)
Financial Select Sector SPDR (XLF)
Energy Select Sector SPDR (XLE)

View all positions for Wela Strategies

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C
BlackRock

View all funds holding iShares S&P SmallCap 600 Index