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iShares S&P SmallCap 600 Index shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management 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 Orgel Wealth Management 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 3.7k 118.82
2025-06-30 $457k 4.2k 109.28
2025-03-31 $436k 4.2k 104.57
2024-12-31 $493k 4.3k 115.22
2024-09-30 $463k 4.0k 116.96
2024-06-30 $405k 3.8k 106.66
2024-03-31 $443k 4.0k 110.52
2023-12-31 $464k 4.3k 108.25
2023-09-30 $389k 4.1k 94.33
2023-06-30 $558k 5.6k 99.65
2023-03-31 $825k 8.5k 96.70
2022-12-31 $933k 9.9k 94.64
2022-09-30 $595k 6.8k 87.19
2022-06-30 $631k 6.8k 92.47
2022-03-31 $717k 6.6k 107.93
2021-12-31 $423k 3.7k 114.42
2021-09-30 $375k 3.4k 109.30
2021-06-30 $388k 3.4k 113.09
2021-03-31 $372k 3.4k 108.42
2020-12-31 $315k 3.4k 91.81
2020-09-30 $257k 3.7k 70.24
2020-06-30 $249k 3.6k 68.37
2020-03-31 $211k 3.8k 56.12
2019-12-31 $374k 4.5k 83.89
2019-09-30 $347k 4.5k 77.84
2019-06-30 $349k 4.5k 78.29
2019-03-31 $388k 5.0k 77.06
2018-12-31 $349k 5.0k 69.31
2018-09-30 $439k 5.0k 87.19
2018-06-30 $420k 5.0k 83.42
2018-03-31 $471k 6.1k 77.00
2017-12-31 $483k 6.3k 76.83
2017-09-30 $386k 5.2k 74.16

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

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