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iShares S&P SmallCap 600 Index shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.4k 148.35
2025-09-30 $216k 1.8k 118.81

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index