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iShares S&P SmallCap 600 Index shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning 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 Fiduciary Planning 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 Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 2.1k 110.52
2021-03-31 $131k 1.2k 108.18
2020-12-31 $111k 1.2k 91.89
2020-09-30 $85k 1.2k 70.54

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT)
Capitol Ser Tr Clockwise Core (TIME)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Technology (XLK)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Dbx Etf Tr Xtrack Msci Eurp (DBEU)

View all positions for Fiduciary Planning

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