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iShares S&P SmallCap 600 Index shares owned by Fairvoy Private Wealth

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

Historical chart of Fairvoy Private 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 Fairvoy Private 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 Fairvoy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 14k 124.31
2025-03-31 $1.0M 9.6k 104.56
2024-12-31 $3.8M 33k 115.22

More positions owned by Fairvoy Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Short Treas Bd (SHV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Southern Company (SO)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Genuine Parts Company (GPC)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core Msci Total (IXUS)

View all positions for Fairvoy Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index