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iShares S&P SmallCap 600 Index shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 1.6k 148.33
2020-09-30 $4.5M 65k 70.23
2020-06-30 $4.3M 62k 68.29

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Texas Pacific Land Corp (TPL)
Listed Fds Tr Hori Ki Infl Etf (INFL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Landbridge Company Cl A (LB)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Lam Research Corp Com New (LRCX)

View all positions for One Charles Private Wealth Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index