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iShares S&P SmallCap 600 Index shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 71k 118.83
2025-06-30 $7.0M 64k 109.29
2025-03-31 $7.6M 73k 104.57
2024-12-31 $14M 120k 115.22
2024-09-30 $8.0M 68k 116.96
2024-06-30 $7.6M 72k 106.66
2023-12-31 $6.8M 63k 108.25
2023-09-30 $5.7M 61k 94.33
2022-09-30 $5.2M 55k 94.33

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Magna Intl Inc cl a (MGA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Cisco Systems (CSCO)

View all positions for Buck Wealth Strategies

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