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iShares S&P SmallCap 600 Index shares owned by Fiduciary Wealth Partners

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

Historical chart of Fiduciary Wealth Partners 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 Fiduciary Wealth Partners 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 Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $616k 5.2k 118.83
2025-06-30 $0 0 0.00
2025-03-31 $217k 2.1k 104.57

More positions owned by Fiduciary Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Intermediate-term Bond Etf (BIV)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Powershares Qqq Tr Etf (QQQ)
Ishares Russell 3000 Etf Etf (IWV)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fiduciary Wealth Partners

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