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

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

Historical chart of Muirfield 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 Muirfield 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 Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 55k 118.83
2025-06-30 $6.0M 55k 109.29
2025-03-31 $5.3M 50k 104.57
2024-12-31 $5.9M 51k 115.22
2024-09-30 $5.9M 50k 116.96
2024-06-30 $5.3M 49k 106.66
2024-03-31 $5.3M 48k 110.52
2023-12-31 $5.2M 48k 108.25

More positions owned by Muirfield Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Usa Min Vol (USMV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Muirfield 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