49 Wealth Management »

iShares S&P SmallCap 600 Index shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 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 49 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 1.7k 120.19
2025-03-31 $878k 8.4k 104.57
2024-12-31 $866k 7.5k 115.22
2024-09-30 $985k 8.4k 116.95
2024-06-30 $891k 8.4k 105.83
2024-03-31 $1.2M 11k 109.39
2023-12-31 $1.2M 11k 108.25

More positions owned by 49 Wealth Management

State Street Spdr Portfl S&p 500 Etf Portfolio S&p500 (SPYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Vanguard Value Etf Value Etf (VTV)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Intermediate Term Bond Etf Intermed Term (BIV)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index