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iShares S&P SmallCap 600 Index shares owned by Rochester Wealth Strategies

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

Historical chart of Rochester Wealth Strategies 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 Rochester Wealth Strategies 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 Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 90k 118.83
2025-06-30 $9.7M 89k 109.29
2025-03-31 $8.2M 78k 104.57

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

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