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

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

Historical chart of Independence 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 Independence 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 Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.0M 22k 91.90
2020-09-30 $1.5M 22k 70.20
2020-06-30 $1.5M 22k 68.28
2020-03-31 $2.3M 40k 56.12
2019-12-31 $3.4M 40k 83.86
2019-09-30 $3.3M 43k 77.85
2019-06-30 $3.5M 45k 78.27
2019-03-31 $3.3M 43k 77.15
2018-12-31 $4.4M 63k 69.33
2018-09-30 $5.4M 63k 87.24
2018-06-30 $5.5M 66k 83.45
2018-03-31 $5.6M 72k 77.01
2017-12-31 $5.6M 73k 76.81

More positions owned by Independence Wealth Advisors

Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Starbucks Corp Stock (SBUX)
Wp Carey Reit (WPC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Leidos Holdings Stock (LDOS)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Independence Wealth 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