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iShares S&P SmallCap 600 Index shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth 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 Syntegra Private Wealth 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $258k 2.1k 124.31
2025-12-31 $249k 2.1k 120.18
2025-09-30 $246k 2.1k 118.83
2025-06-30 $248k 2.3k 109.29

More positions owned by Syntegra Private Wealth Group

Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (LGLV)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPHY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Syntegra Private Wealth Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
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