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iShares S&P SmallCap 600 Index shares owned by MY Wealth Management

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

Historical chart of MY Wealth Management 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 Wealth Management 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 MY Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $259k 2.2k 115.22
2024-09-30 $264k 2.3k 116.96
2024-03-31 $249k 2.3k 110.52
2023-12-31 $683k 6.3k 108.25
2023-09-30 $594k 6.3k 94.33
2023-06-30 $630k 6.3k 99.65
2023-03-31 $545k 5.6k 96.70
2022-12-31 $528k 5.6k 94.64

More positions owned by MY Wealth Management

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Vanguard World Inf Tech Etf (VGT)
Ishares Silver Tr Ishares (SLV)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Bentley Sys Com Cl B (BSY)
Marriott Intl Cl A (MAR)

View all positions for MY Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index