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

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

Historical chart of Dopkins 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 Dopkins 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 Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 2.7k 118.84
2025-06-30 $294k 2.7k 109.30
2025-03-31 $283k 2.7k 104.58
2024-12-31 $311k 2.7k 115.23
2024-06-30 $288k 2.7k 106.66
2024-03-31 $311k 2.8k 110.53
2021-12-31 $203k 1.8k 114.75

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Dopkins 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