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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 30k 116.96
2024-03-31 $1.7M 16k 108.98