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

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

Historical chart of Adams 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 Adams 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $331k 3.1k 106.65
2024-03-31 $343k 3.1k 110.53
2023-06-30 $1.2M 12k 99.65
2023-03-31 $1.1M 12k 96.70
2022-12-31 $799k 8.4k 94.64

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Ishares Tr Conv Bd Etf (ICVT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Latn Amer 40 Etf (ILF)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci India Sm Cp (SMIN)
NVIDIA Corporation (NVDA)

View all positions for Adams Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
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