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iShares S&P SmallCap 600 Index shares owned by Foguth Wealth Management

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

Historical chart of Foguth Wealth Management 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 Foguth Wealth Management 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 Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.7k 121.34
2025-03-31 $292k 2.8k 104.59
2024-12-31 $283k 2.4k 119.07

More positions owned by Foguth Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Divid Etf (DIVB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Tec (XLK)
Global X Fds Nasdaq 100 Cover (QYLD)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPYG)
Pgim Etf Tr Jennison Foc Val (PJFV)
Select Sector Spdr Tr State Street Uti (XLU)
Pgim Rock Etf Tr S&p 500 Buffer (JANP)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Pgim Rock Etf Tr S&p 500 Buffer (PBOC)

View all positions for Foguth Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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