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iShares S&P SmallCap 600 Index shares owned by Activest Wealth Management

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

Historical chart of Activest Wealth Management 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 Activest Wealth Management 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 Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 2.5k 110.52
2023-12-31 $385k 3.6k 108.26
2023-09-30 $334k 3.5k 94.34
2023-03-31 $154k 1.6k 95.60
2022-06-30 $374k 4.0k 92.48
2022-03-31 $386k 3.6k 108.00
2021-12-31 $228k 2.0k 114.52
2021-09-30 $266k 2.4k 109.02
2021-06-30 $182k 1.6k 112.69
2021-03-31 $347k 3.2k 108.71

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Acwi Etf (ACWI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Activest Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index