Concentrum Wealth Management »

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

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

Historical chart of Concentrum 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 Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 4.5k 110.53
2023-12-31 $981k 9.1k 108.24
2023-09-30 $371k 3.9k 94.33

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
Advanced Micro Devices Stock (AMD)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Powershares Qqq Tr Etf (QQQ)
Microsoft Stock (MSFT)
First Trust Value Line Dividend Index Fund Etf (FVD)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
Tesla Motors Stock (TSLA)
Spdr Index Shs Fds Dj Euro Stoxx 50 Etf Etf (FEZ)

View all positions for Concentrum Wealth Management

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