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

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

Historical chart of ERTS 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 ERTS 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 ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.6k 110.52
2023-12-31 $1.1M 11k 108.25
2023-09-30 $1.1M 11k 94.33
2023-06-30 $1.2M 12k 99.65
2023-03-31 $1.1M 11k 96.70
2022-12-31 $959k 10k 94.64
2022-09-30 $889k 10k 87.21
2022-06-30 $905k 9.8k 92.38
2022-03-31 $1.0M 9.7k 107.89
2021-12-31 $1.1M 9.4k 114.40
2021-09-30 $1.1M 9.6k 109.20
2021-06-30 $1.1M 9.9k 112.96
2021-03-31 $1.6M 15k 108.52
2020-12-31 $1.4M 16k 91.87
2020-09-30 $994k 14k 70.20
2020-06-30 $1.1M 16k 68.26
2020-03-31 $1.0M 18k 56.13
2019-12-31 $13M 181k 69.32
2019-09-30 $15M 192k 77.84
2019-06-30 $17M 223k 78.28
2019-03-31 $16M 206k 77.15
2018-12-31 $13M 181k 69.32

More positions owned by ERTS Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)

View all positions for ERTS 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