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

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

Historical chart of Brown 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 Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 22k 120.18
2025-06-30 $495k 4.5k 109.29
2025-03-31 $4.3M 42k 104.57
2024-12-31 $4.7M 41k 115.22

More positions owned by Brown Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Innovator Etfs Trust Power Buffer Set (PSTP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Core Msci Intl (IDEV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Brown Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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