Bullock Wealth Management Group »

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

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

Historical chart of Bullock Wealth Management Group 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 Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 9.1k 124.92
2025-12-31 $1.1M 8.8k 120.18

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

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