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iShares S&P SmallCap 600 Index shares owned by Moser Wealth Advisors

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

Historical chart of Moser Wealth Advisors 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 Moser Wealth Advisors 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 Moser Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $55k 500 109.29
2025-03-31 $109k 1.0k 104.57

More positions owned by Moser Wealth Advisors

Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mastercard Incorporated Cl A (MA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Vanguard World Health Car Etf (VHT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Value Etf (VTV)

View all positions for Moser Wealth Advisors

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