Mission Wealth Management »

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

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

Historical chart of Mission 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 Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $69M 581k 118.83
2025-06-30 $66M 605k 109.29
2025-03-31 $56M 533k 104.57
2024-12-31 $48M 418k 115.22
2024-09-30 $50M 423k 116.96
2024-06-30 $45M 418k 106.66
2024-03-31 $50M 449k 110.52
2023-12-31 $48M 441k 108.25
2023-09-30 $38M 402k 94.33
2023-06-30 $40M 403k 99.65
2023-03-31 $40M 409k 96.70
2022-12-31 $40M 418k 94.64
2022-09-30 $31M 359k 87.19
2022-06-30 $34M 363k 92.41
2022-03-31 $38M 350k 107.88
2021-12-31 $36M 315k 114.51
2021-09-30 $34M 311k 109.19
2021-06-30 $37M 328k 112.98
2021-03-31 $37M 339k 108.53
2020-12-31 $33M 355k 91.90
2020-09-30 $26M 368k 70.23
2020-06-30 $26M 380k 68.29
2020-03-31 $21M 376k 56.11
2019-12-31 $8.7M 104k 83.85
2019-09-30 $8.3M 107k 77.84
2019-06-30 $8.6M 110k 78.28
2019-03-31 $8.2M 106k 77.15
2018-12-31 $7.1M 102k 69.32
2018-09-30 $4.9M 56k 87.24
2018-06-30 $4.2M 50k 83.46
2018-03-31 $1.2M 16k 77.03
2017-12-31 $671k 8.7k 76.83
2017-09-30 $471k 6.3k 74.18
2017-06-30 $424k 6.0k 70.14
2017-03-31 $427k 6.2k 69.24
2016-12-31 $262k 1.9k 137.46

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission Wealth Management

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