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Fortune Financial Group »

iShares S&P SmallCap 600 Index shares owned by Fortune Financial Group

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

Historical chart of Fortune Financial Group 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 Fortune Financial Group 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 Fortune Financial Group

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$442k	3.6k	124.30

More positions owned by Fortune Financial Group

Wisdomtree Floating Rate Treasury Fund (USFR)

Invesco S&p 500 Low Volatility Etf (SPLV)

Pacer Fds Tr us cash cows 100 (COWZ)

Invesco S&p 500 High Div, Low V equities (SPHD)

Innovator Etfs Tr s&p 500 power (PJAN)

Invesco Exchange W&p 500 Qualit equities (SPHQ)

Schwab Value Advantage Money F mut (SWVXX)

Ishares Tr Msci Usa Momentum Factor (MTUM)

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)

Innovator Etfs Tr s&p 500 pwr bu (PDEC)

Innovator Etfs Tr s&p 500 pwretf (POCT)

Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)

Invesco Nasdaq 100 Etf (QQQM)

Innovator Etfs Tr s&p 500 pwr (PJUL)

Spdr Ser Tr cmn (FLRN)

View all positions for Fortune Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company

Bank of America Corporation

Envestnet Asset Management

Jones Financial Companies, L.L

Wells Fargo & Company

Raymond James Financial

Bank of New York Mellon

Financial Engines Advisors L.L.C

Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index

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