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

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

Historical chart of Causey 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 Causey 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.9M 40k 148.31
2026-03-31 $4.7M 38k 124.31
2025-12-31 $5.1M 42k 120.18
2025-09-30 $5.0M 42k 118.83
2025-06-30 $4.6M 42k 109.29
2025-03-31 $4.2M 40k 104.57
2024-12-31 $5.7M 50k 115.22

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr International Sl (ISCF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global Reit Etf (REET)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

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