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

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

Historical chart of Leo 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 Leo 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 42k 118.83
2025-06-30 $4.6M 42k 109.23
2025-03-31 $3.9M 38k 104.57
2024-12-31 $5.7M 50k 115.22
2024-09-30 $5.0M 43k 116.96
2024-06-30 $4.0M 38k 106.66
2024-03-31 $3.7M 33k 110.52
2023-12-31 $2.6M 24k 108.25

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

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