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
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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
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 2.8k | 118.83 |
| 2025-06-30 | $291k | 2.7k | 109.29 |
| 2025-03-31 | $279k | 2.7k | 104.57 |
| 2024-12-31 | $307k | 2.7k | 115.22 |
| 2024-09-30 | $312k | 2.7k | 116.96 |
| 2024-03-31 | $289k | 2.6k | 110.52 |
Top funds holding iShares S&P SmallCap 600 Index
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