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iShares S&P SmallCap 600 Index shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth 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 Aj Wealth 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.3M 13k 99.65
2023-03-31 $1.3M 13k 96.70
2022-12-31 $610k 6.4k 94.62
2022-09-30 $558k 6.4k 87.21
2022-06-30 $591k 6.4k 92.37
2022-03-31 $690k 6.4k 107.85
2021-12-31 $733k 6.4k 114.57
2021-09-30 $699k 6.4k 109.25
2021-06-30 $753k 6.7k 112.93
2021-03-31 $694k 6.4k 108.47
2020-12-31 $588k 6.4k 91.90
2020-09-30 $449k 6.4k 70.18
2020-06-30 $437k 6.4k 68.30
2020-03-31 $359k 6.4k 56.11
2018-09-30 $230k 2.6k 87.29
2018-06-30 $220k 2.6k 83.49
2018-03-31 $203k 2.6k 77.04
2017-12-31 $202k 2.6k 76.66

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index