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

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

Historical chart of Rockwood 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 Rockwood 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 15k 110.52
2023-12-31 $1.5M 14k 108.25
2023-09-30 $1.2M 13k 94.33
2023-06-30 $1.2M 13k 99.65
2023-03-31 $623k 6.4k 96.70
2022-12-31 $642k 6.8k 94.64
2022-09-30 $601k 6.9k 87.18
2022-06-30 $638k 6.9k 92.42
2022-03-31 $815k 7.6k 107.88
2021-12-31 $852k 7.4k 114.51

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood 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