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

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

Historical chart of Gupta 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 Gupta 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 Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $269k 2.4k 112.69
2015-12-31 $335k 3.0k 110.12
2015-09-30 $1.0M 9.7k 106.57
2015-06-30 $1.1M 8.9k 117.89
2015-03-31 $581k 4.9k 117.97

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index