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

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $42k 318 131.10
2025-09-30 $29k 245 119.29
2025-06-30 $28k 245 112.24

More positions owned by RMG Wealth Management

Schwab Fundamntl Intrnl Eqt Etf Etf (SCHA)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf
St Stret Spdr Bbrg Srt Trm Hg Yd Etf Etf (SPTM)
Invsc Sp 500 Equal Weight Tech Etf Etf (SPMO)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Etf
Charles Schwab Us Mc Etf Etf (SCHE)
Ishares Floating Rate Bond Etf Etf (MXI)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Etf
Schwab Us Dividend Equity Etf Etf (SCHX)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
St Srt Spdr Prtfl L T Crprt B Etf Iv Etf (SJNK)
Lockheed Martin Corporation (LMT)

View all positions for RMG Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index