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

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

Historical chart of Minot 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 Minot 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 Minot Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $832k 9.0k 92.45
2022-03-31 $971k 9.0k 107.90
2021-12-31 $1.0M 9.1k 114.46
2021-09-30 $734k 6.7k 109.23
2021-06-30 $719k 6.5k 110.02
2019-12-31 $478k 5.7k 84.50

More positions owned by Minot Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
UnitedHealth (UNH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Home Depot (HD)
Thermo Fisher Scientific (TMO)

View all positions for Minot 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