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iShares S&P SmallCap 600 Index shares owned by Clarity Wealth Advisors

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

Historical chart of Clarity Wealth 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 Clarity Wealth 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 Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $337k 3.1k 110.52
2023-12-31 $317k 2.9k 108.25
2023-09-30 $276k 2.9k 94.33
2023-06-30 $289k 2.9k 99.65
2023-03-31 $280k 2.9k 96.70
2022-12-31 $250k 2.6k 94.64
2022-06-30 $215k 2.3k 92.16
2020-03-31 $3.4M 60k 56.11
2019-12-31 $5.0M 59k 83.84

More positions owned by Clarity Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard World Consum Dis Etf (VCR)
Visa Com Cl A (V)

View all positions for Clarity Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index