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iShares S&P SmallCap 600 Index shares owned by Performa

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

Historical chart of Performa 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 Performa 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 Performa

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 36k 110.52
2023-12-31 $3.9M 36k 108.25
2023-09-30 $3.4M 36k 94.33
2023-06-30 $3.6M 36k 99.65
2023-03-31 $3.4M 35k 96.70
2022-12-31 $2.6M 27k 94.64
2022-09-30 $1.9M 22k 87.19
2022-06-30 $1.4M 15k 92.38
2022-03-31 $795k 6.9k 114.55
2021-12-31 $795k 6.9k 114.55
2021-09-30 $506k 4.6k 109.10
2021-06-30 $382k 3.4k 113.08

More positions owned by Performa

Spdr S&p 500 Etf Etf (SPY)
Vanguard 500 Idx Etf Etf (VOO)
Vanguard Md-cp I Etf Etf (VO)
Xtrackers Usd Hy Corp Bd Etf (HYLB)
Ishares:russ 2000 Vl Etf Etf (IWN)
Vaneck:fa High Yld Bond Etf (ANGL)
Vanguard Sc V I Etf Etf (VBR)
Vanguard Ftse Xus Etf Etf (VEU)
Invesco S&p 500 Qual Etf (SPHQ)
Ishares:msci Usa Qf Etf (QUAL)
Vanguard Sc G Id Etf Etf (VBK)
Ishares:core S&p Sm-cp Etf (IJR)
Ishares:msci Japan Etf (EWJ)
Ishares:sel Div Etf Etf (DVY)
Spdr S&p Dividend Etf (SDY)

View all positions for Performa

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