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

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

Historical chart of Maltin 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 Maltin 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 Maltin Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 116.96
2024-06-30 $1.2M 11k 106.66
2024-03-31 $1.3M 11k 110.52
2023-12-31 $1.1M 10k 108.25
2023-09-30 $992k 11k 94.33
2023-06-30 $2.8M 28k 99.65
2023-03-31 $1.0M 10k 96.70
2022-12-31 $983k 10k 94.64
2022-09-30 $2.0M 23k 87.20
2022-06-30 $2.2M 24k 92.41
2022-03-31 $2.6M 24k 107.87
2021-12-31 $2.9M 25k 114.49
2021-09-30 $2.6M 24k 109.18
2021-06-30 $2.6M 23k 112.99
2021-03-31 $2.4M 22k 108.55
2020-12-31 $2.0M 21k 91.89
2020-09-30 $1.4M 20k 70.21
2020-06-30 $1.3M 19k 68.27
2020-03-31 $1.1M 19k 56.11
2019-12-31 $1.2M 15k 83.87

More positions owned by Maltin Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pgim Rock Etf Tr Pgim Us Large Cp (JUNP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Pgim Rock Etf Tr Laddered Fd Of B (BUFP)

View all positions for Maltin Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index