Pursuit Wealth Strategies »

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

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

Historical chart of Pursuit 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 Pursuit Wealth Strategies 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 Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 8.9k 148.31
2026-03-31 $1.1M 8.9k 124.31
2025-12-31 $1.1M 9.2k 120.18

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Blackrock Util & Infrastrctu (BUI)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pursuit Wealth Strategies

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