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

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

Historical chart of Jacksonville 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 Jacksonville 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 Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.7k 120.18

More positions owned by Jacksonville Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPMD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
Deere & Company (DE)
Spdr Series Trust State Street Spd (SPYV)
Axon Enterprise (AXON)
Microsoft Corporation (MSFT)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Jacksonville Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index