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

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

Historical chart of BCS Private 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 BCS Private 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 BCS Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 1.4k 148.31

More positions owned by BCS Private Wealth Management

2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)
Oscar Health Cl A (OSCR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Core Msci Eafe (IEFA)
Kinder Morgan (KMI)
Spdr Series Trust St Str Sp Biot (XBI)

View all positions for BCS Private 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
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index