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iShares S&P SmallCap 600 Index shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors 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 Perspective Wealth Advisors 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 47k 124.31

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services
First Command Advisory Services
Goldman Sachs Group

View all funds holding iShares S&P SmallCap 600 Index