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iShares S&P SmallCap 600 Index shares owned by NavPoint Financial

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

Historical chart of NavPoint Financial 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 NavPoint Financial 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 NavPoint Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 10k 116.96
2024-06-30 $1.1M 10k 106.66
2024-03-31 $1.2M 11k 110.52
2023-12-31 $1.1M 10k 108.25

More positions owned by NavPoint Financial

World Gold Tr Spdr Gld Minis (GLDM)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for NavPoint Financial

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