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

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

Historical chart of Curated 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 Curated 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 Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $400k 3.6k 110.53
2023-12-31 $399k 3.7k 108.26
2023-09-30 $348k 3.7k 94.34
2023-06-30 $368k 3.7k 99.66
2023-03-31 $507k 5.2k 96.71
2022-12-31 $539k 5.7k 94.64
2022-09-30 $517k 5.9k 87.39
2022-06-30 $560k 6.0k 92.62

More positions owned by Curated Wealth Partners

Apollo Global Mgmt Put Option (APO)
Ares Management Corporation cl a com stk Put Option (ARES)
Spdr S&p 500 Etf Uie Put Option (SPY)
Vanguard S&p 500 Etf Uie Put Option (VOO)
Terex Corporation Put Option (TEX)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Rayliant Quntml Emg Mt Uie Put Option (RAYE)
Snap Inc cl a Put Option (SNAP)
Dimensional Intern Core Uie Put Option (DFAI)
Ishares Core S&p 500 Uie Put Option (IVV)
Amazon Put Option (AMZN)
Berry Plastics Put Option (BERY)
NVIDIA Corporation Put Option (NVDA)
Ares Capital Corporation Put Option (ARCC)

View all positions for Curated Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index