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

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

Historical chart of LongView 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 LongView Wealth Management 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $351k 3.0k 115.20
2024-09-30 $404k 3.5k 116.96
2024-06-30 $406k 3.8k 106.65
2024-03-31 $449k 4.1k 110.53
2023-12-31 $419k 4.0k 104.88

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Morningstar Grwt (ILCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Genuine Parts Company (GPC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ultra Short-term (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index