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iShares S&P SmallCap 600 Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 4.7k 118.83
2025-06-30 $541k 5.0k 109.28
2025-03-31 $516k 4.9k 104.56
2024-12-31 $565k 4.9k 115.21
2024-09-30 $507k 4.3k 116.97
2024-06-30 $473k 4.3k 110.51
2024-03-31 $488k 4.4k 110.51

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

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