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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
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)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Total Usd (IUSB)
Columbia Etf Tr I Multi Sec Muni (MUST)

View all positions for Moneywise

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