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

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

Historical chart of VCI 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 VCI 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 VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 47k 110.52
2023-12-31 $6.1M 56k 108.25

More positions owned by VCI Wealth Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Long Muni Etf (MLN)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for VCI Wealth Management

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