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Sar Wealth Management Group »

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

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$8.4M	71k	118.83
2025-06-30	$7.7M	70k	109.29
2025-03-31	$7.1M	68k	104.57
2024-12-31	$7.6M	66k	115.22
2024-09-30	$7.5M	64k	116.96
2024-06-30	$6.8M	64k	106.66

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Vanguard Index Fds Total Stk Mkt (VTI)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Spdr Series Trust S&p Divid Etf (SDY)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr Core S&p Ttl Stk (ITOT)

Ishares Tr Core S&p Scp Etf (IJR)

Vanguard Specialized Funds Div App Etf (VIG)

Capital Group International SHS (CGIC)

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

T Rowe Price Etf Cap Appreciation (TCAF)

Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

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