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iShares S&P SmallCap 600 Index shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers 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 Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 2.9k 118.82
2025-06-30 $0 0 0.00
2024-06-30 $252k 2.4k 105.83

More positions owned by Strategic Wealth Designers

Spdr Series Trust Portfli Intrmdit (SPTI)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Bloomberg 13 Mo (BIL)
Thermo Fisher Scientific (TMO)

View all positions for Strategic Wealth Designers

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