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iShares S&P SmallCap 600 Index shares owned by Verum Partners

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

Historical chart of Verum Partners 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 Verum Partners 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 101k 110.52
2023-12-31 $9.8M 91k 108.25
2023-09-30 $8.9M 94k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.9M 20k 94.64

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Verum Partners

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