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

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

Historical chart of Landmark 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 Landmark 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 42k 116.96
2024-03-31 $4.3M 39k 110.53
2023-12-31 $4.2M 39k 108.24
2023-09-30 $3.4M 37k 94.32
2023-03-31 $3.4M 36k 96.70
2022-12-31 $2.7M 29k 94.64
2022-09-30 $2.6M 29k 87.18
2022-03-31 $3.7M 34k 107.89
2021-12-31 $4.0k 34k 0.12

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
T Rowe Price Etf Total Return Etf (TOTR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Proshares Tr Russ 2000 Divd (SMDV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Landmark Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index