LJI Wealth Management »

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

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.4k 148.31

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for LJI Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index