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iShares S&P SmallCap 600 Index shares owned by Financial Planning Hawaii

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Financial Planning Hawaii from 13F filings

Historical chart of Financial Planning Hawaii 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 Financial Planning Hawaii 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 Financial Planning Hawaii

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 15k 120.18

More positions owned by Financial Planning Hawaii

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr State Street Uti (XLU)
Abbvie (ABBV)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Financial Planning Hawaii

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index