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iShares S&P SmallCap 600 Index shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 120.00
2025-06-30 $1.1M 10k 110.96
2025-03-31 $1.1M 10k 104.80
2024-12-31 $520k 4.5k 115.22
2024-09-30 $464k 4.0k 116.92

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index