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

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

Historical chart of Hrc 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 Hrc 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 Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 9.7k 118.83
2025-06-30 $974k 8.9k 109.29
2025-03-31 $879k 8.4k 104.57
2024-12-31 $1.2M 10k 115.22
2024-09-30 $1.1M 9.8k 116.95
2024-06-30 $1.0M 9.8k 106.66
2024-03-31 $1.0M 9.4k 110.52
2023-12-31 $1.1M 11k 108.25

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Boeing Company (BA)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Hrc Wealth Management

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