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Ridgeline Wealth Planning »

iShares S&P SmallCap 600 Index shares owned by Ridgeline Wealth Planning

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

Historical chart of Ridgeline Wealth Planning 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 Ridgeline Wealth Planning 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 Ridgeline Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$735k	6.1k	120.18
2025-09-30	$788k	6.6k	118.83
2025-06-30	$725k	6.6k	109.29
2025-03-31	$566k	5.4k	104.57
2024-12-31	$645k	5.6k	115.22

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust State Street Spd (SPYM)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)

Ishares Msci Emrg Chn (EMXC)

Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)

MGIC Investment (MTG)

Ishares Gold Tr Ishares New (IAU)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Us Aer Def Etf (ITA)

Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Ridgeline Wealth Planning

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company

Envestnet Asset Management

Jones Financial Companies, L.L

Wells Fargo & Company

Raymond James Financial

Bank of New York Mellon

Pnc Financial Services

Financial Engines Advisors L.L.C

Royal Bank of Canada

First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index

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