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iShares S&P SmallCap 600 Index shares owned by Opulen Financial Group

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

Historical chart of Opulen Financial 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 Opulen Financial 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 Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $829k 7.0k 118.83
2025-06-30 $757k 6.9k 109.30
2025-03-31 $724k 6.9k 104.56
2024-12-31 $781k 6.8k 115.21

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

View all positions for Opulen Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
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Northern Trust
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Pnc Financial Services
Financial Engines Advisors L.L.C
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View all funds holding iShares S&P SmallCap 600 Index