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iShares S&P SmallCap 600 Index shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory 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 Optivise Advisory 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.4k 148.28
2025-06-30 $532k 4.9k 109.29
2025-03-31 $688k 6.6k 104.57
2024-12-31 $741k 6.4k 115.22
2024-09-30 $743k 6.3k 116.95
2024-06-30 $677k 6.4k 106.67

More positions owned by Optivise Advisory Services

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory 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