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

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

Historical chart of Defined 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 Defined 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 16k 110.52
2023-12-31 $1.7M 16k 108.25
2023-09-30 $1.4M 14k 94.33
2023-06-30 $1.5M 15k 99.65
2023-03-31 $2.8M 29k 96.70
2022-12-31 $2.2M 23k 94.64
2022-09-30 $2.5M 29k 87.19
2022-06-30 $3.3M 36k 92.42
2022-03-31 $4.1M 38k 107.87
2021-12-31 $3.2M 28k 114.50
2021-09-30 $2.9M 27k 109.21
2021-06-30 $4.2M 37k 112.99
2021-03-31 $3.7M 34k 108.53
2020-12-31 $1.8M 19k 91.90

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Global Tech Etf (IXN)

View all positions for Defined Wealth Management

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