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

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

Historical chart of Correct Capital 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 Correct Capital 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 Correct Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 4.5k 118.82
2025-06-30 $487k 4.5k 109.28
2025-03-31 $537k 5.1k 104.57
2024-12-31 $592k 5.1k 115.23
2024-09-30 $595k 5.1k 116.97
2024-06-30 $572k 5.4k 106.66
2024-03-31 $612k 5.5k 110.51
2023-12-31 $802k 7.4k 108.24

More positions owned by Correct Capital Wealth Management

Jpmorgan Active Growth Etf Etf (JGRO)
Avantis International Equity Etf Etf (AVDE)
Ishares Bitcoin Trust Etf Etf (IBIT)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core Dividend Growth Etf Etf (DGRO)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Strategy Inc Cl A Stock (MSTR)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Victoryshares Core Plus Intermediate Bond Etf Etf (UBND)
Pgim Ultra Short Bond Etf Etf (PULS)
Angel Studios Inc Cl A Stock
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Correct Capital Wealth Management

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