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iShares S&P SmallCap 600 Index shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 2.4k 110.52
2023-12-31 $264k 2.4k 108.25
2023-09-30 $235k 2.5k 94.33
2023-06-30 $249k 2.5k 99.65

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW 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