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iShares S&P SmallCap 600 Index shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2025-12-31 $512k 4.3k 120.18
2025-09-30 $662k 5.6k 118.82
2025-06-30 $730k 6.7k 109.28
2025-03-31 $696k 6.7k 104.57
2024-12-31 $2.6M 22k 115.22
2024-09-30 $897k 7.7k 116.97
2024-06-30 $801k 7.5k 106.66
2024-03-31 $865k 7.8k 110.52
2023-12-31 $865k 8.0k 108.25
2023-09-30 $770k 8.2k 94.33
2023-06-30 $831k 8.3k 99.65
2023-03-31 $822k 8.5k 96.70
2022-12-31 $768k 8.1k 94.64
2022-09-30 $708k 8.1k 87.24
2022-06-30 $2.8M 30k 92.41
2022-03-31 $4.1M 38k 107.87
2021-12-31 $4.6M 40k 114.51
2021-09-30 $5.2M 48k 109.20
2021-06-30 $6.0M 53k 112.98
2021-03-31 $6.9M 64k 108.54
2020-12-31 $6.3M 69k 91.91
2020-09-30 $4.7M 67k 70.23
2020-06-30 $4.6M 67k 68.29
2020-03-31 $3.4M 62k 56.12
2019-12-31 $3.9M 51k 77.83
2019-09-30 $4.1M 53k 77.83
2019-06-30 $3.6M 46k 78.29
2019-03-31 $3.3M 43k 77.00
2018-12-31 $3.0M 43k 69.31
2018-09-30 $3.6M 41k 87.25
2018-06-30 $3.6M 43k 83.46
2018-03-31 $3.4M 44k 77.02
2017-12-31 $4.0M 52k 76.80
2017-09-30 $3.8M 51k 74.22
2017-06-30 $3.5M 51k 70.12
2017-03-31 $3.5M 51k 69.17
2016-12-31 $3.7M 27k 137.53
2016-09-30 $3.4M 27k 124.15

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Select Sector Spdr Tr State Street Tec (XLK)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index