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iShares S&P SmallCap 600 Index shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula 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 Retirement Guys Formula 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 Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 15k 118.34
2025-06-30 $1.6M 15k 109.11
2025-03-31 $1.5M 14k 104.47
2024-12-31 $1.6M 14k 115.22
2024-09-30 $2.1M 18k 116.96
2024-06-30 $1.9M 18k 106.66

More positions owned by Retirement Guys Formula

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Goldman Sachs Physical Gold Unit (AAAU)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Retirement Guys Formula

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index