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iShares S&P SmallCap 600 Index shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 6.0k 118.83
2025-06-30 $676k 6.1k 110.96
2025-03-31 $666k 6.4k 104.56
2024-12-31 $12M 106k 115.22
2024-09-30 $12M 106k 116.96
2024-06-30 $11M 105k 106.66
2024-03-31 $11M 100k 110.52
2023-12-31 $11M 101k 108.25
2023-09-30 $9.7M 103k 94.33
2023-06-30 $11M 106k 99.65
2023-03-31 $10M 107k 96.70
2022-12-31 $10M 110k 94.64
2022-09-30 $11M 119k 92.41
2022-06-30 $11M 119k 92.41
2022-03-31 $14M 128k 107.88
2021-12-31 $14M 126k 114.51
2021-09-30 $15M 141k 109.19
2021-06-30 $15M 133k 112.98
2021-03-31 $15M 138k 108.53
2020-12-31 $9.7M 106k 91.90
2020-09-30 $11M 163k 70.23
2020-06-30 $6.0M 88k 68.29
2020-03-31 $4.7M 83k 56.11
2019-12-31 $8.8M 105k 83.85
2019-09-30 $7.7M 98k 77.84
2019-06-30 $7.9M 101k 78.28
2019-03-31 $15M 197k 77.15
2018-12-31 $13M 189k 69.32

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

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