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

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

Historical chart of Endowment 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 Endowment 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $612k 5.5k 110.52
2023-12-31 $513k 4.7k 108.26
2023-09-30 $415k 4.4k 94.33
2023-06-30 $411k 4.1k 99.65
2023-03-31 $315k 3.3k 96.01
2022-12-31 $254k 2.7k 94.64
2022-03-31 $291k 2.7k 107.98
2021-12-31 $273k 2.4k 114.37

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
West Pharmaceutical Services (WST)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Eurzone Etf (EZU)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Endowment 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