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iShares S&P SmallCap 600 Index shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 29k 120.18
2025-09-30 $3.9M 33k 118.83
2025-06-30 $3.9M 35k 109.29

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (BIL)
Ge Aerospace Com New (GE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Netflix (NFLX)
Meta Platforms Cl A (META)
Marriott Intl Cl A (MAR)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust State Street Spd (SHM)

View all positions for Precision Wealth Strategies

Top funds holding iShares S&P SmallCap 600 Index

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