Chokshi & Queen Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Chokshi & Queen Wealth Advisors

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

Historical chart of Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $315k 3.0k 104.57
2024-12-31 $492k 4.3k 115.22

More positions owned by Chokshi & Queen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Russell 3000 Etf (IWV)
Tesla Motors (TSLA)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Chokshi & Queen Wealth Advisors

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