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

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 96k 115.17
2024-09-30 $18M 154k 115.45
2024-06-30 $9.8M 93k 105.87
2024-03-31 $7.9M 71k 110.52
2023-12-31 $7.7M 71k 108.25
2023-09-30 $3.1M 33k 94.79
2023-06-30 $5.1M 51k 99.65
2023-03-31 $4.9M 51k 96.70
2022-12-31 $1.1M 11k 94.67
2022-09-30 $1.0M 12k 87.16
2022-06-30 $1.2M 13k 92.38
2022-03-31 $1.2M 11k 107.89
2021-12-31 $1.4M 12k 114.48
2021-09-30 $1.4M 13k 109.15
2021-06-30 $1.4M 13k 113.01
2021-03-31 $1.3M 12k 108.53
2020-12-31 $1.1M 12k 91.90
2020-09-30 $891k 13k 70.19
2020-06-30 $1.2M 17k 68.27
2020-03-31 $985k 18k 56.08
2019-12-31 $1.7M 20k 83.85
2019-09-30 $1.5M 19k 77.83
2019-06-30 $1.5M 19k 78.26
2019-03-31 $1.5M 19k 77.14
2018-12-31 $1.3M 19k 69.29
2018-09-30 $2.0M 23k 87.53
2018-06-30 $2.2M 26k 83.72
2018-03-31 $2.1M 28k 77.02
2017-12-31 $2.1M 27k 76.81
2017-09-30 $2.0M 27k 74.20
2017-06-30 $1.9M 27k 70.11
2017-03-31 $1.9M 28k 69.14
2016-12-31 $2.0M 14k 137.54
2016-09-30 $1.8M 14k 124.12
2016-06-30 $1.8M 15k 116.22
2016-03-31 $1.8M 16k 112.55
2015-12-31 $2.1M 19k 110.10
2015-09-30 $1.1M 10k 106.98
2015-06-30 $832k 7.1k 117.93
2015-03-31 $824k 7.0k 118.07
2014-12-31 $894k 7.8k 114.10
2014-09-30 $746k 7.2k 104.34
2014-06-30 $741k 6.6k 112.14
2014-03-31 $695k 6.3k 110.11

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index