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iShares S&P SmallCap 600 Index shares owned by MGO Private Wealth

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

Historical chart of MGO Private 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 MGO Private 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 MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $426k 3.6k 116.96
2024-06-30 $394k 3.7k 106.66
2024-03-31 $425k 3.8k 110.52
2023-12-31 $479k 4.4k 108.25
2023-09-30 $425k 4.5k 94.33
2023-06-30 $558k 5.6k 99.65
2023-03-31 $982k 10k 96.70
2022-12-31 $5.2M 55k 94.64
2022-09-30 $6.6M 76k 87.20

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Ishares Tr Core Msci Euro (IEUR)
Select Sector Spdr Tr Energy (XLE)

View all positions for MGO Private Wealth

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