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iShares S&P SmallCap 600 Index shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $36M 324k 110.52
2023-09-30 $30M 317k 94.79
2023-06-30 $31M 311k 99.65
2023-03-31 $29M 309k 92.25
2022-12-31 $27M 281k 94.64
2022-09-30 $22M 247k 87.19
2022-06-30 $22M 239k 92.41
2022-03-31 $23M 213k 108.03
2021-12-31 $24M 211k 113.57
2021-09-30 $22M 200k 108.03
2021-03-31 $21M 194k 108.03
2020-12-31 $18M 193k 92.78
2020-09-30 $14M 192k 70.10
2020-06-30 $13M 183k 68.29
2020-03-31 $8.6M 153k 56.11
2019-12-31 $17M 207k 83.85
2019-09-30 $15M 196k 77.84
2019-06-30 $15M 186k 78.28
2019-03-31 $151M 152k 995.99
2018-12-31 $7.9M 114k 69.32
2018-09-30 $67k 109k 0.62
2018-06-30 $62k 82k 0.76
2018-03-31 $5.6k 73k 0.08
2017-12-31 $4.5M 58k 76.80
2017-09-30 $3.2M 43k 74.21

More positions owned by Strategic Wealth Partners

Rus 1000 Grw Etf Ishares Tr (IWF)
S&p 500 Val Etf Ishares Tr (IVE)
Rus 1000 Val Etf Ishares Tr (IWD)
Total Stk Mkt Vanguard Index Fds (VTI)
Tr Unit Spdr S&p 500 Etf Tr (SPY)
S&p 500 Grwt Etf Ishares Tr (IVW)
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)
Core S&p Scp Etf Ishares Tr (IJR)
Msci Eafe Etf Ishares Tr (EFA)
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)
Core S&p500 Etf Ishares Tr (IVV)
Grwt Allocat Etf Ishares Tr (AOR)
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)
Russell 2000 Etf Ishares Tr (IWM)
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)

View all positions for Strategic Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

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Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index