Pinnacle Wealth Management Group »

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

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

Historical chart of Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 9.8k 109.29
2025-03-31 $1.0M 9.9k 104.57
2024-12-31 $1.1M 9.5k 115.22
2024-09-30 $1.1M 9.6k 116.96
2024-06-30 $3.4M 32k 106.66
2024-03-31 $2.9M 27k 110.52

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
RBB Us Treas 3 Mnth (TBIL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Gold Miners Etf (GDX)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index