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iShares S&P SmallCap 600 Index shares owned by Marble Wealth

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

Historical chart of Marble 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 Marble 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 67k 120.18

More positions owned by Marble Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Marble Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index