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iShares S&P SmallCap 600 Index shares owned by Enzi Wealth

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

Historical chart of Enzi Wealth 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 Enzi Wealth 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 Enzi Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 155k 103.54
2023-12-31 $17M 163k 104.01
2023-09-30 $16M 172k 91.22
2023-06-30 $17M 163k 102.27
2023-03-31 $15M 153k 95.86
2022-12-31 $13M 129k 100.84
2022-09-30 $12M 117k 100.90

More positions owned by Enzi Wealth

John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Ishares Tr Msci Usa Min Vol (USMV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Cadence Design Systems (CDNS)

View all positions for Enzi Wealth

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
Raymond James & Associates
First Command Advisory Services
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