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

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.7M 57k 134.73
2025-12-31 $869k 6.9k 126.53
2025-09-30 $480k 4.1k 118.05
2025-06-30 $326k 2.9k 114.37
2025-03-31 $312k 3.1k 100.83
2024-12-31 $402k 3.6k 113.10
2024-09-30 $336k 2.9k 114.66

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index