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iShares S&P SmallCap 600 Index shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners 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 Madison Wealth Partners 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 Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 52k 110.52
2023-12-31 $5.7M 53k 108.25
2023-09-30 $5.2M 55k 94.33
2023-06-30 $5.4M 55k 99.65
2023-03-31 $5.1M 53k 96.70
2022-12-31 $5.1M 53k 94.64
2022-09-30 $4.9M 56k 87.20
2022-06-30 $5.1M 55k 92.41
2022-03-31 $5.7M 53k 107.88
2021-12-31 $5.9M 51k 114.51
2021-09-30 $5.1M 47k 109.19
2021-06-30 $5.1M 45k 112.98
2021-03-31 $3.8M 42k 91.91
2020-12-31 $3.8M 42k 91.89

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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