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

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

Historical chart of High Point 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 High Point 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 High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 85 124.31

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
Public Svc Enterprise Group Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Consolidated Edison Stock (ED)
Ishares S&p 500 Index Etf (IVV)
Ishares Semiconductor Etf Etf (SOXX)
Health Care Reit Reit (WELL)
Ishares S&p 500 Value Etf Etf (IVE)
Fidelity Msci Utilities Index Etf Etf (FUTY)
Energy Select Sector Spdr Etf (XLE)
First Trust Cloud Computing Etf Etf (SKYY)

View all positions for High Point Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index