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

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

Historical chart of Drive 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 Drive 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 34k 116.96
2024-06-30 $3.5M 33k 106.66
2024-03-31 $3.3M 30k 110.52
2023-12-31 $2.6M 24k 108.25
2023-09-30 $1.7M 18k 94.78
2023-06-30 $1.3M 13k 99.65
2023-03-31 $384k 4.0k 96.70

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index