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

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

Historical chart of Cedarwood 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 Cedarwood 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 Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.4k 148.26

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Intel Corporation (INTC)
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr St Str Techn Etf (XLK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for Cedarwood 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