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iShares S&P SmallCap 600 Index shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth 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 Rockport Wealth 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 Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 9.4k 118.83
2025-06-30 $1.1M 10k 109.30
2024-12-31 $1.5M 13k 115.40
2024-09-30 $1.5M 13k 116.96
2024-06-30 $1.5M 14k 106.67
2024-03-31 $1.5M 14k 109.71

More positions owned by Rockport Wealth

First Tr Exchange-traded SHS (FDL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Intuitive Surgical Com New (ISRG)
Ea Series Trust Strive Enhanced (BUXX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Vaneck Etf Trust Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR SM CP GR (ISCG)
Amazon (AMZN)
First Tr Exchange Traded Hlth Care Alph (FXH)
Celestica (CLS)
Netflix (NFLX)

View all positions for Rockport Wealth

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