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

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

Historical chart of Denver 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 Denver 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 Denver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 2.8k 118.85
2025-06-30 $294k 2.7k 109.30
2025-03-31 $274k 2.6k 104.57
2024-12-31 $302k 2.6k 115.20
2024-09-30 $306k 2.6k 116.94
2024-06-30 $265k 2.5k 106.67
2024-03-31 $274k 2.5k 110.53
2023-12-31 $268k 2.5k 108.24

More positions owned by Denver Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr MRGSTR MD CP GRW (IMCG)
RBB Us Treas 3 Mnth (TBIL)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Denver 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