LMG Wealth Partners »

iShares S&P SmallCap 600 Index shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 2.3k 108.25
2023-09-30 $210k 2.2k 94.33

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index