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

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

Historical chart of Altium 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 Altium 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 Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $31M 335k 92.41
2022-03-31 $37M 345k 107.88
2021-12-31 $33M 292k 114.51
2021-09-30 $31M 279k 109.19
2021-06-30 $30M 261k 112.98
2021-03-31 $26M 244k 108.53
2020-12-31 $23M 248k 91.90
2020-09-30 $17M 236k 70.23
2020-06-30 $16M 230k 68.29
2020-03-31 $12M 213k 56.11
2019-12-31 $19M 231k 83.85
2019-09-30 $17M 216k 77.84
2019-06-30 $15M 191k 78.28
2019-03-31 $12M 153k 77.15
2018-12-31 $9.2M 133k 69.32
2018-09-30 $12M 137k 87.24
2018-06-30 $9.0M 108k 83.46
2018-03-31 $7.6M 99k 77.01
2017-12-31 $6.5M 85k 76.82

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

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