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

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

Historical chart of Partnership 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 Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 69k 116.96
2024-06-30 $3.1M 29k 106.66
2024-03-31 $3.7M 34k 110.52
2023-12-31 $3.4M 33k 104.00

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership 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