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

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

Historical chart of Ball & Co 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 Ball & Co 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $53k 512 103.52
2024-12-31 $63k 547 115.17

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alps Etf Tr Alerian Mlp (AMLP)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index