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iShares S&P SmallCap 600 Index shares owned by Measured Wealth Private Client Group

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

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $105k 886 118.83
2021-06-30 $227k 2.0k 112.99
2019-12-31 $246k 2.9k 83.93
2019-09-30 $260k 3.3k 77.70
2019-06-30 $317k 4.0k 78.37
2019-03-31 $319k 4.1k 77.11
2018-12-31 $242k 3.5k 69.18
2018-09-30 $216k 2.5k 87.27

More positions owned by Measured Wealth Private Client Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index