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

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

Historical chart of Avaii 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 Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 3.5k 118.82
2025-06-30 $358k 3.3k 109.28
2025-03-31 $323k 3.1k 104.57
2024-12-31 $301k 2.6k 115.20

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Chevron Corporation (CVX)
Eaton Corp SHS (ETN)

View all positions for Avaii Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
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

View all funds holding iShares S&P SmallCap 600 Index