JPL Wealth Management »

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

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

Historical chart of JPL 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 JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $109k 920 118.79
2025-03-31 $533k 4.8k 110.52

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
UnitedHealth (UNH)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Caterpillar (CAT)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 100 Etf (OEF)

View all positions for JPL Wealth Management

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