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iShares S&P SmallCap 600 Index shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital 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 Fortis Capital 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $384k 3.5k 110.52
2023-06-30 $418k 4.2k 99.65
2023-03-31 $558k 5.8k 96.70
2022-12-31 $286k 3.0k 94.64

More positions owned by Fortis Capital Advisors

Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)
Amazon (AMZN)
Facebook Inc cl a (META)
Crowdstrike Hldgs Inc cl a (CRWD)
Lululemon Athletica (LULU)
Tesla Motors (TSLA)
Select Sector Spdr Trust The Technology Select Sector Spdr Fund Etf (XLK)
Advanced Micro Devices (AMD)
Alphabet Inc Class C cs (GOOG)
Federal Agricultural Mortgage (AGM)

View all positions for Fortis Capital 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