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

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 40k 118.83
2025-06-30 $5.4M 49k 109.29
2025-03-31 $5.3M 50k 104.57
2024-12-31 $5.3M 46k 115.22
2024-09-30 $5.8M 50k 116.96
2024-06-30 $24M 222k 106.66
2024-03-31 $24M 218k 110.52
2023-12-31 $311k 2.9k 108.27
2022-12-31 $391k 4.1k 94.64

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity 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