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iShares S&P SmallCap 600 Index shares owned by Exit Wealth Advisors

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

Historical chart of Exit Wealth Advisors 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 Exit Wealth Advisors 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 Exit Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.6k 148.31

More positions owned by Exit Wealth Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Tesla Motors (TSLA)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Latn Amer 40 Etf (ILF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Altria (MO)
Eli Lilly & Co. (LLY)
Arista Networks Com Shs (ANET)

View all positions for Exit Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index