Quotient Wealth Partners »

iShares S&P SmallCap 600 Index shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $58M 493k 116.96
2024-06-30 $52M 486k 106.66
2024-03-31 $52M 470k 110.52
2023-12-31 $48M 446k 108.25

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index