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Magnolia Private Wealth »

iShares S&P SmallCap 600 Index shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private 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 Magnolia Private 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 Magnolia Private Wealth

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$234k	1.6k	148.31
2025-09-30	$206k	1.7k	118.83
2025-03-31	$207k	2.0k	104.57

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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)

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View all positions for Magnolia Private Wealth

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