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iShares S&P SmallCap 600 Index shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth 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 Lauer Wealth 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 Lauer Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $783k 7.8k 100.84
2024-12-31 $884k 7.7k 115.22
2024-09-30 $879k 7.7k 114.66
2024-06-30 $856k 7.8k 110.23
2024-03-31 $824k 7.8k 106.11
2023-12-31 $828k 7.8k 106.43
2023-09-30 $722k 7.8k 92.85
2023-06-30 $808k 7.8k 103.25
2023-03-31 $713k 7.5k 95.02

More positions owned by Lauer Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Morningstar Valu (ILCV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Eos Energy Enterprises Com Cl A (EOSE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Bitmine Immersion Tecnologie Com New (BMNR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Us Midcap Fund (EZM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index