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

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

Historical chart of Dogwood 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 Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $233k 2.1k 112.04
2025-03-31 $208k 2.0k 104.56
2024-12-31 $222k 1.9k 115.23
2024-09-30 $229k 2.0k 116.96
2024-06-30 $208k 2.0k 106.66
2024-03-31 $277k 2.5k 110.52
2023-12-31 $300k 2.8k 108.23

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

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