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iShares S&P SmallCap 600 Index shares owned by Raffa Wealth Management

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

Historical chart of Raffa Wealth Management 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 Raffa Wealth Management 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 Raffa Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 1.4k 148.31
2026-03-31 $169k 1.4k 124.31
2025-12-31 $163k 1.4k 120.18
2025-09-30 $114k 963 118.83
2025-06-30 $105k 963 109.29
2025-03-31 $101k 963 104.57
2024-12-31 $111k 963 115.22
2024-09-30 $113k 963 116.96
2024-06-30 $160k 1.5k 106.66
2024-03-31 $106k 963 110.52
2023-12-31 $104k 963 108.25
2023-09-30 $91k 963 94.33
2023-06-30 $96k 963 99.65
2023-03-31 $93k 963 96.70
2022-12-31 $91k 963 94.64
2022-09-30 $84k 963 87.19
2022-06-30 $89k 963 92.41
2022-03-31 $104k 963 107.88
2021-12-31 $110k 963 114.51
2021-09-30 $105k 963 109.19
2021-06-30 $109k 963 112.98
2021-03-31 $405k 3.7k 108.34
2020-12-31 $250k 2.7k 91.89
2020-09-30 $187k 2.7k 70.22
2020-06-30 $174k 2.6k 68.30
2020-03-31 $139k 2.5k 56.10
2019-12-31 $81k 962 83.82
2019-09-30 $75k 961 77.84
2019-03-31 $74k 958 77.13
2018-12-31 $66k 955 69.29
2018-09-30 $83k 947 87.21
2018-06-30 $79k 944 83.46
2018-03-31 $73k 944 77.01
2017-12-31 $72k 941 76.81
2017-09-30 $69k 935 74.22
2017-06-30 $5.2k 75 69.87
2017-03-31 $7.1k 103 68.99
2016-12-31 $36k 265 137.26
2016-09-30 $35k 284 124.26
2016-06-30 $29k 250 116.33
2016-03-31 $16k 144 112.67
2015-12-31 $4.1k 37 109.59
2015-09-30 $3.9k 37 105.70

More positions owned by Raffa Wealth Management

Vanguard Total Stock Market ETF Etf (VTI)
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Avantis US Equity ETF Etf (AVUS)
Vanguard Total Bond Market ETF Etf (BND)
iShares Short-Term Corporate Bond ETF Etf (IGSB)
Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT)
iShares Core International Aggregate Bond ETF Etf (IAGG)
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Fidelity Quality Factor ETF Etf (FQAL)
Vanguard Ultra-Short Bond ETF Etf (VUSB)
Avantis International Equity ETF Etf (AVDE)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Dimensional US High Profitability ETF Etf (DUHP)
iShares MSCI EAFE ESG Select ETF Etf (ESGD)

View all positions for Raffa Wealth Management

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
Envestnet Asset Management
LPL Financial
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