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

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

Historical chart of Wellspring 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 Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 459k 33.48
2024-06-30 $13M 450k 29.02
2024-03-31 $13M 446k 29.33
2023-09-30 $3.6M 365k 9.75
2023-06-30 $1.7M 344k 4.92
2023-03-31 $1.7M 344k 4.84
2022-12-31 $1.6M 344k 4.70
2022-09-30 $1.6M 345k 4.53
2022-06-30 $1.7M 345k 4.88
2022-03-31 $2.9M 354k 8.19
2021-12-31 $3.4M 357k 9.47
2021-09-30 $3.7M 365k 10.24
2021-06-30 $3.8M 34k 112.97
2021-03-31 $1.4M 25k 56.09
2020-12-31 $3.0M 33k 91.91
2020-09-30 $2.8M 39k 70.24
2020-06-30 $2.8M 40k 68.28
2020-03-31 $1.4M 25k 56.09

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Value Etf Value Etf (VTV)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 1-3 Yr Treasury Bond Etf 1 3 Yr Treas Bd (SHY)

View all positions for Wellspring Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index