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

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

Historical chart of MGB 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 MGB 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $161k 1.4k 116.96
2024-06-30 $154k 1.4k 111.29
2024-03-31 $168k 1.5k 110.52
2023-12-31 $165k 1.5k 108.25

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Semicndctr (XSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for MGB 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