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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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 30k 116.96
2024-06-30 $3.5M 33k 106.66
2024-03-31 $3.6M 32k 110.52
2023-12-31 $7.1M 66k 108.25
2023-09-30 $6.1M 65k 94.07
2023-03-31 $6.0M 62k 96.70
2022-12-31 $3.5M 37k 94.65
2022-09-30 $3.1M 36k 87.19
2022-06-30 $3.0M 33k 92.41
2022-03-31 $3.5M 33k 107.89
2021-12-31 $8.2M 72k 114.51
2021-09-30 $7.6M 70k 109.18
2021-06-30 $11M 100k 112.98
2021-03-31 $11M 101k 108.53
2020-12-31 $11M 120k 91.90
2020-09-30 $8.5M 120k 70.23
2020-06-30 $5.3M 77k 68.29
2020-03-31 $3.8M 78k 49.17
2019-12-31 $5.6M 67k 83.85
2019-09-30 $5.3M 68k 77.84
2019-06-30 $2.8M 35k 78.29
2019-03-31 $2.9M 37k 77.15
2018-12-31 $4.1M 59k 69.32
2018-09-30 $4.9M 56k 87.25
2018-06-30 $5.0M 60k 83.49
2018-03-31 $4.2M 55k 76.56
2017-12-31 $2.2M 29k 76.82
2017-09-30 $2.3M 32k 74.24
2017-03-31 $5.0M 72k 69.15

More positions owned by Wela Strategies

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wela Strategies

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