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

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

Historical chart of BigSur 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 BigSur 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $178k 1.5k 118.83
2025-06-30 $492k 4.5k 109.29
2025-03-31 $471k 4.5k 104.57
2024-12-31 $519k 4.5k 115.22
2024-09-30 $526k 4.5k 116.96
2022-06-30 $73k 786 92.88
2022-03-31 $85k 786 108.14

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Russell 3000 Etf (IWV)
JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
Palo Alto Networks (PANW)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for BigSur 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