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

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

Historical chart of Forza 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 Forza 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 14k 116.96
2024-06-30 $1.5M 14k 106.66
2024-03-31 $1.5M 14k 110.52
2023-12-31 $1.5M 14k 108.25
2023-09-30 $1.3M 14k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $1.4M 14k 96.70
2022-12-31 $1.3M 14k 94.64

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Forza Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index