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iShares S&P SmallCap 600 Index shares owned by Alliance Private Wealth

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

Historical chart of Alliance Private Wealth 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 Alliance Private Wealth 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 Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0M 61k 148.31
2026-03-31 $8.0M 64k 124.31

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Univrsl Usd (IUSB)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)

View all positions for Alliance Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index