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iShares S&P SmallCap 600 Index shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial 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 Planwiser Financial 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 44k 120.18

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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