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

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

Historical chart of RVW 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 RVW 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 RVW Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 23k 118.83
2025-06-30 $2.4M 22k 109.29
2025-03-31 $2.4M 23k 104.57
2024-12-31 $3.4M 30k 115.22
2024-09-30 $3.6M 31k 116.96
2024-06-30 $3.3M 31k 106.66
2024-03-31 $3.5M 31k 110.52
2023-12-31 $3.4M 32k 108.25
2023-09-30 $3.2M 33k 94.33
2023-06-30 $3.5M 35k 99.65
2023-03-31 $4.0M 42k 96.70
2022-12-31 $4.0M 42k 94.64
2022-09-30 $3.6M 41k 87.20
2022-06-30 $3.5M 38k 92.41
2022-03-31 $3.9M 36k 107.88
2021-12-31 $4.0M 36k 111.61
2021-09-30 $4.0M 34k 118.59
2021-06-30 $4.0M 37k 107.63
2021-03-31 $4.0M 37k 107.41
2020-12-31 $4.0M 44k 91.93
2020-09-30 $3.1M 44k 70.24
2020-06-30 $3.0M 44k 68.29
2020-03-31 $12M 207k 56.11
2019-12-31 $37M 440k 83.85
2019-09-30 $34M 431k 77.84
2019-06-30 $38M 482k 78.28
2019-03-31 $35M 458k 77.15

More positions owned by RVW Wealth

Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
VictoryShares Free Cash Flow ETF Shares Free Cash (VFLO)
Apple (AAPL)
Invesco Exchange Traded Fund T S&p 500 Momntm Etf S&p 500 Momntm (SPMO)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR)
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS)

View all positions for RVW 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