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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
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)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Index Fds Mid Cap Etf (VO)
Fs Kkr Capital Corp (FSK)
Vanguard Index Fds Total Stk Mkt (VTI)
Ncino (NCNO)
Amazon (AMZN)

View all positions for Drive Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
First Command Advisory Services
Raymond James & Associates
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index