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

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

Historical chart of Concentrum Wealth Management 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 Concentrum Wealth Management 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $533k 4.6k 116.96
2024-06-30 $459k 4.3k 106.65
2024-03-31 $498k 4.5k 110.53
2023-12-31 $981k 9.1k 108.24
2023-09-30 $371k 3.9k 94.33

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Advanced Micro Devices Stock (AMD)
First Trust Value Line Dividend Index Fund Etf (FVD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Concentrum Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index