Delta Wealth Advisors »

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

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

Historical chart of Delta 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 Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 32k 120.18
2025-09-30 $3.8M 32k 118.83
2025-06-30 $3.3M 31k 109.29
2025-03-31 $3.2M 30k 104.57
2024-12-31 $3.5M 30k 115.22
2024-09-30 $4.0M 34k 116.96
2024-06-30 $3.8M 36k 106.66
2024-03-31 $3.6M 33k 110.52

More positions owned by Delta Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index