My Purposeful Wealth Corp. »

iShares S&P SmallCap 600 Index shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 2.3k 120.17

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Tapestry (TPR)
Spdr Series Trust State Street Spd (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Union Pacific Corporation (UNP)
Spdr Series Trust State Street Spd (SLYV)

View all positions for My Purposeful Wealth Corp.

Top funds holding iShares S&P SmallCap 600 Index

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