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

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

Historical chart of Northwest 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 2.1k 108.25
2023-09-30 $201k 2.1k 94.34
2023-06-30 $213k 2.1k 99.66
2023-03-31 $249k 2.6k 96.71
2022-12-31 $202k 2.1k 94.65
2022-03-31 $239k 2.2k 107.80
2021-12-31 $205k 1.8k 114.53
2021-06-30 $202k 1.8k 112.85
2019-12-31 $240k 2.9k 84.00
2019-09-30 $297k 3.8k 77.87
2019-06-30 $350k 4.5k 78.21
2019-03-31 $366k 4.7k 77.20
2018-12-31 $167k 2.4k 69.21
2018-09-30 $210k 2.4k 87.32
2018-06-30 $149k 1.8k 83.24
2018-03-31 $139k 1.8k 77.53

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest 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