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iShares S&P SmallCap 600 Index shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 26k 110.96
2025-06-30 $2.8M 26k 110.28
2025-03-31 $2.9M 28k 104.57
2024-12-31 $3.4M 29k 118.44
2024-09-30 $3.4M 29k 116.96
2024-06-30 $3.3M 32k 105.83
2024-03-31 $5.0M 46k 109.56
2023-12-31 $9.7M 90k 108.25

More positions owned by Balanced Wealth Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Exchange-traded SHS (FVD)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Balanced Wealth Group

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