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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
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

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange Traded Consumr Discre (FXD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Sherwin-Williams Company (SHW)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Paragon Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index