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

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

Historical chart of Magnolia 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 Magnolia 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 Magnolia Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2M 67k 108.25
2023-09-30 $5.8M 62k 94.33
2023-06-30 $5.9M 59k 99.65
2023-03-31 $5.1M 53k 96.70
2022-12-31 $5.1M 54k 94.64
2022-06-30 $4.6M 50k 92.41
2022-03-31 $5.2M 48k 107.88
2021-12-31 $5.3M 46k 114.51

More positions owned by Magnolia Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Southern Company (SO)

View all positions for Magnolia Wealth Management

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