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iShares S&P SmallCap 600 Index shares owned by SPWM Advisors

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

Historical chart of SPWM Advisors 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 SPWM Advisors 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 SPWM Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $384k 2.6k 146.02

More positions owned by SPWM Advisors

Invesco Exchange Traded Fd T Large Cap Value (PWV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Charles Schwab Corporation (SCHW)
Apple (AAPL)
Sprott Fds Tr Silver Miners (SLVR)
Booking Holdings (BKNG)
Visa Com Cl A (V)

View all positions for SPWM Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index