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

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

Historical chart of BXM 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 BXM 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 19k 120.18

More positions owned by BXM Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Broadcom (AVGO)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Proshares Tr Ultrapro Qqq (TQQQ)
Proshares Tr Ultrpro S&p500 (UPRO)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)

View all positions for BXM Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index