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iShares S&P SmallCap 600 Index shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 176k 118.83
2025-06-30 $19M 175k 109.29
2025-03-31 $18M 175k 104.57
2024-12-31 $20M 172k 115.22
2024-09-30 $20M 168k 116.96
2024-06-30 $20M 183k 106.66
2024-03-31 $20M 184k 110.55
2023-09-30 $16M 174k 94.33
2023-06-30 $18M 180k 99.65
2023-03-31 $21M 215k 96.70
2022-12-31 $22M 228k 94.64
2022-09-30 $20M 234k 87.19
2022-06-30 $13M 138k 92.41
2022-03-31 $19M 176k 107.88
2021-12-31 $23M 199k 114.51
2021-09-30 $21M 195k 109.19
2021-06-30 $19M 163k 112.98
2021-03-31 $16M 150k 108.53
2020-12-31 $12M 130k 91.90
2020-09-30 $7.0M 99k 70.23
2020-06-30 $6.0M 88k 68.30
2020-03-31 $3.1M 56k 56.11
2019-12-31 $11M 126k 83.85
2019-09-30 $2.8M 36k 77.84
2019-06-30 $2.8M 41k 67.97
2019-03-31 $2.7M 35k 77.16
2018-12-31 $1.5M 22k 69.31
2018-09-30 $1.6M 19k 85.96
2018-06-30 $1.4M 16k 84.34
2018-03-31 $1.1M 15k 75.25
2017-12-31 $1.0M 13k 78.02

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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