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

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

Historical chart of Marks Group 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 Marks Group 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 Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $977k 8.8k 110.52
2023-12-31 $957k 8.8k 108.25
2023-09-30 $834k 8.8k 94.33
2023-06-30 $881k 8.8k 99.65
2023-03-31 $855k 8.8k 96.70

More positions owned by Marks Group Wealth Management

Alphabet Cap Stk Cl C (GOOG)
Stryker Corporation (SYK)
Apple (AAPL)
Visa Com Cl A (V)
Republic Services (RSG)
Intercontinental Exchange (ICE)
UnitedHealth (UNH)
Emcor (EME)
Microsoft Corporation (MSFT)
FactSet Research Systems (FDS)
Meta Platforms Cl A (META)
Moody's Corporation (MCO)
salesforce (CRM)
Copart (CPRT)
Msci (MSCI)

View all positions for Marks Group 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