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iShares S&P SmallCap 600 Index shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $521k 4.7k 110.53
2023-12-31 $70M 665k 105.23
2023-09-30 $397k 4.2k 94.80
2023-06-30 $415k 4.2k 99.66
2023-03-31 $620k 6.4k 96.74
2022-12-31 $613k 6.5k 94.64
2022-09-30 $216k 2.5k 87.27
2022-06-30 $206k 2.2k 92.21
2022-03-31 $242k 2.2k 107.80
2021-12-31 $249k 2.2k 114.38
2021-09-30 $238k 2.2k 109.07
2021-06-30 $254k 2.3k 112.74
2021-03-31 $214k 2.0k 108.57
2020-03-31 $243k 4.3k 56.19
2019-12-31 $1.4M 16k 83.87
2019-09-30 $1.3M 16k 77.84
2019-06-30 $4.5M 57k 78.28
2019-03-31 $4.6M 59k 77.75
2018-12-31 $3.9M 56k 69.32
2018-09-30 $1.9M 22k 87.24
2018-06-30 $2.0M 24k 83.46
2018-03-31 $1.9M 25k 78.60
2017-12-31 $1.8M 24k 77.74

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
SPDR Portfolio Total Stock Market ETF Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Winthrop Advisory Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index