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

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

Historical chart of Sterling 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 Sterling 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 2.2k 118.85
2025-06-30 $262k 2.4k 109.30
2024-12-31 $519k 4.5k 115.21
2024-09-30 $554k 4.7k 116.97
2024-06-30 $530k 5.0k 106.67
2024-03-31 $567k 5.1k 110.53
2023-12-31 $515k 4.8k 108.25

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

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