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iShares S&P SmallCap 600 Index shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 2.9k 118.83
2025-06-30 $316k 2.9k 109.28
2025-03-31 $307k 2.9k 104.58
2024-12-31 $396k 3.4k 115.22

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

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