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iShares S&P SmallCap 600 Index shares owned by BDO Wealth Advisors

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

Historical chart of BDO Wealth 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 BDO Wealth 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 BDO Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.3M 64k 99.65
2023-03-31 $9.0M 94k 96.70
2022-12-31 $8.8M 93k 94.64
2022-09-30 $8.7M 94k 92.41
2022-06-30 $8.7M 94k 92.41
2022-03-31 $13M 123k 107.88
2021-12-31 $12M 102k 114.51
2021-09-30 $9.4M 86k 109.19
2021-06-30 $12M 106k 112.98
2021-03-31 $12M 109k 108.53
2020-12-31 $9.2M 100k 91.90
2020-09-30 $4.8M 69k 70.23
2020-06-30 $4.6M 67k 68.29
2020-03-31 $3.8M 68k 56.11
2019-12-31 $4.7M 56k 83.85
2019-09-30 $5.0M 65k 77.84
2019-06-30 $3.8M 49k 78.28
2019-03-31 $3.5M 45k 77.14
2018-12-31 $2.2M 31k 69.33
2018-09-30 $2.9M 33k 87.24
2018-06-30 $2.6M 31k 83.45
2018-03-31 $1.8M 24k 76.99
2017-12-31 $1.5M 19k 76.83
2017-09-30 $1.3M 18k 74.22
2017-06-30 $1.1M 15k 70.13

More positions owned by BDO Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Bank of America Corporation (BAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for BDO Wealth Advisors

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