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iShares S&P SmallCap 600 Index shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 20k 110.52
2023-12-31 $4.7M 43k 108.25
2023-09-30 $6.4M 68k 94.33
2023-06-30 $6.5M 65k 99.65
2023-03-31 $3.6M 38k 96.70
2022-12-31 $3.3M 35k 94.64
2022-09-30 $2.5M 29k 87.19
2022-06-30 $2.0M 22k 92.43
2022-03-31 $2.0M 19k 107.91
2021-12-31 $1.8M 15k 114.54
2021-09-30 $1.4M 13k 109.16
2021-06-30 $1.2M 11k 113.02
2021-03-31 $560k 5.2k 108.53
2020-12-31 $480k 5.2k 91.88
2020-09-30 $956k 14k 70.23
2020-06-30 $3.2M 46k 68.28
2020-03-31 $2.3M 41k 56.12
2019-12-31 $7.3M 87k 83.91
2019-09-30 $7.0M 93k 75.55
2019-06-30 $7.2M 92k 77.91
2019-03-31 $7.2M 94k 77.15
2018-12-31 $9.1M 131k 69.32
2018-09-30 $11M 129k 87.24
2018-06-30 $10M 124k 83.46
2018-03-31 $9.0M 117k 77.01
2017-12-31 $8.1M 106k 76.81
2017-09-30 $10M 137k 74.22
2017-06-30 $7.7M 111k 70.11
2017-03-31 $5.8M 84k 69.16
2016-12-31 $2.5M 18k 137.52

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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