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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
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)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Blackrock Util & Infrastrctu (BUI)

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
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index