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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
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

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index