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iShares S&P SmallCap 600 Index shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-09-30 $485k 4.1k 116.95
2024-06-30 $414k 3.9k 106.65
2024-03-31 $465k 4.2k 110.51
2023-12-31 $424k 3.9k 108.26
2023-09-30 $360k 3.8k 94.00
2023-06-30 $393k 3.9k 99.64
2023-03-31 $500M 5.2k 97000.00
2022-12-31 $902k 8.6k 105.00
2022-03-31 $0 4.9k 0.00
2021-12-31 $0 4.7k 0.00
2021-09-30 $0 5.1k 0.00
2021-06-30 $299k 2.7k 112.20
2021-03-31 $266k 2.5k 105.26
2020-12-31 $260k 2.6k 98.77
2020-09-30 $245k 3.1k 78.79
2020-06-30 $278k 3.7k 74.43
2019-12-31 $3.0M 37k 83.33
2019-09-30 $3.3M 41k 80.72
2019-06-30 $2.8M 37k 75.81
2019-03-31 $3.1M 40k 78.31
2018-12-31 $3.2M 40k 80.26
2018-09-30 $3.0M 40k 76.30
2018-06-30 $3.3M 39k 83.45
2018-03-31 $3.0M 39k 77.02
2017-12-31 $3.0M 40k 76.82
2017-09-30 $3.1M 42k 74.23
2017-06-30 $3.1M 44k 70.13
2017-03-31 $213k 3.2k 67.20
2016-09-30 $405k 3.3k 123.33
2016-06-30 $828 7.1k 0.12
2015-12-31 $1.6M 21k 75.11
2015-06-30 $2.3M 20k 117.88
2015-03-31 $5.9M 53k 111.11

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Intl Div Grwth (IGRO)

View all positions for Feltz Wealth PLAN

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