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iShares S&P SmallCap 600 Index shares owned by PACK Private Wealth

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

Historical chart of PACK Private Wealth 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 PACK Private Wealth 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 PACK Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 91k 110.52
2023-12-31 $9.6M 88k 108.25
2023-09-30 $8.2M 88k 92.96
2023-06-30 $8.2M 82k 99.65
2023-03-31 $7.7M 79k 96.70
2022-12-31 $7.3M 77k 94.64
2022-09-30 $6.6M 76k 87.19
2022-06-30 $6.9M 74k 92.41
2022-03-31 $7.6M 70k 107.88
2021-12-31 $7.7M 67k 114.51

More positions owned by PACK Private Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Gra (GGG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Eafe (IEFA)
UnitedHealth (UNH)
C H Robinson Worldwide Com New (CHRW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for PACK Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index