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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
2025-09-30 $403k 3.4k 118.85
2025-06-30 $425k 3.9k 109.30
2025-03-31 $602k 5.8k 104.58
2024-12-31 $533k 4.6k 115.21
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)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Costco Wholesale Corporation (COST)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Feltz Wealth PLAN

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index