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

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

Historical chart of Redwood Wealth Management Group 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 Redwood Wealth Management Group 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 Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 15k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $1.5M 16k 96.70
2022-12-31 $1.5M 16k 94.64

More positions owned by Redwood Wealth Management Group

Microsoft Corporation (MSFT)
Apple (AAPL)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl C (GOOG)
Kinder Morgan (KMI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Broadcom (AVGO)
Energy Transfer Com Ut Ltd Ptn (ET)
Merck & Co (MRK)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Redwood Wealth Management Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index