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

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

Historical chart of Base 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 Base 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 Base Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $312k 2.3k 136.04

More positions owned by Base Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Us Garp Etf (GARP)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Core Balanced SHS (CGBL)
Hci (HCI)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core High Dv Etf (HDV)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mrngstr Val Etf (VTV)

View all positions for Base Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index