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

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

Historical chart of Crux 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 Crux Wealth Advisors 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $423k 3.5k 120.19
2025-09-30 $417k 3.5k 118.82
2025-06-30 $399k 3.6k 109.28

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust State Street Spd (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)

View all positions for Crux Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index