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iShares S&P SmallCap 600 Index shares owned by Onyx Bridge Wealth Group

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

Historical chart of Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 1.4k 148.31
2021-12-31 $525k 4.5k 115.66
2021-09-30 $515k 4.6k 112.22
2021-06-30 $481k 4.5k 106.75
2021-03-31 $464k 4.3k 108.46

More positions owned by Onyx Bridge Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Wisdomtree Tr Us Value Fd (WTV)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Index Fds Growth Etf (VUG)
Thornburg Etf Tr Multi Sector Bd (TMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Onyx Bridge Wealth Group

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