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iShares S&P SmallCap 600 Index shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors 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 Independence Wealth Advisors 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 Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 1.7k 124.35
2025-12-31 $201k 1.7k 120.21

More positions owned by Independence Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Ene (XLE)
Neos Etf Trust Nasdaq 100 High (QQQI)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr State Street Ind (XLI)

View all positions for Independence Wealth Advisors

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