Core Wealth Partners »

iShares S&P SmallCap 600 Index shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $312k 2.7k 116.96
2024-03-31 $289k 2.6k 110.52

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index