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

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

Historical chart of Founders Grove 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 Founders Grove 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 Founders Grove Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 19k 118.83
2025-06-30 $2.3M 21k 109.29
2025-03-31 $2.3M 22k 104.57
2024-12-31 $2.5M 22k 115.22

More positions owned by Founders Grove Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Consum Dis Etf (VCR)

View all positions for Founders Grove 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