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iShares S&P SmallCap 600 Index shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services 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 1 North Wealth Services 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 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.9M 23k 83.85
2019-09-30 $1.7M 22k 77.85
2019-03-31 $1.6M 21k 77.14
2018-12-31 $2.0M 29k 69.32

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index