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

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

Historical chart of Paragon Private 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 Paragon Private 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 Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 35k 116.96
2024-06-30 $3.5M 33k 106.66
2024-03-31 $3.1M 28k 110.52
2023-12-31 $2.3M 22k 108.25
2023-09-30 $1.8M 19k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.2M 12k 96.70

More positions owned by Paragon Private Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Consumr Discre (FXD)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Paragon Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index