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Strategic Financial Concepts »

iShares S&P SmallCap 600 Index shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$932k	8.4k	110.52
2023-12-31	$672k	6.2k	108.25
2023-09-30	$637k	6.7k	94.33
2023-06-30	$562k	5.6k	99.65
2023-03-31	$550k	5.7k	96.70

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Apple (AAPL)

Vanguard Index Fds Total Stk Mkt (VTI)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Core Us Aggbd Et (AGG)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr 0-3 Mnth Treasry (SGOV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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

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