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

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

Historical chart of Taylor & Morgan 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 Taylor & Morgan 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 Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $366k 3.1k 118.85
2025-06-30 $225k 2.1k 109.27

More positions owned by Taylor & Morgan Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Taylor & Morgan 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