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iShares S&P SmallCap 600 Index shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $677k 5.8k 116.96
2024-06-30 $605k 5.7k 106.66
2024-03-31 $638k 5.8k 110.53
2023-12-31 $652k 6.0k 108.25
2023-09-30 $572k 6.1k 94.34
2023-06-30 $508k 5.1k 99.66
2023-03-31 $875k 5.7k 154.07

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index